By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life.

In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients’ plans, and how they address these gaps.

Jose and Jeff discuss:

  • How to start the process of creating an effective and encompassing financial plan
  • The types of gaps in the financial planning process
  • How often you should be reviewing your financial plan 
  • And more

Here is the link to the episode:

20. This is How to Write An Effective Financial Plan

Resources:

Values Based Financial Planning- Bachrach

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