18 min
A 5-Step Process For Creating A Financial Plan The Physician's Guide To Financial Wellness
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- Investing
The process of creating your own financial plan can seem intimidating, but it doesn’t need to be. By breaking things down into individual steps, then tackling those steps one at a time, it’s possible for anyone to create a financial plan that allows them to leverage their financial resources and align their money with their vision of life. In this episode, we explain why having a financial plan is so important and walk you through our 5-step process for creating one. We also share a useful resource to help you get started.
Resources & People Mentioned:
Get a free copy of our Financial Checkup Guide Visit the resources page of our website
Connect With Trent and Andrew:
https://mdwmllc.com Follow on LinkedIn Follow on Facebook
The process of creating your own financial plan can seem intimidating, but it doesn’t need to be. By breaking things down into individual steps, then tackling those steps one at a time, it’s possible for anyone to create a financial plan that allows them to leverage their financial resources and align their money with their vision of life. In this episode, we explain why having a financial plan is so important and walk you through our 5-step process for creating one. We also share a useful resource to help you get started.
Resources & People Mentioned:
Get a free copy of our Financial Checkup Guide Visit the resources page of our website
Connect With Trent and Andrew:
https://mdwmllc.com Follow on LinkedIn Follow on Facebook
18 min