Getting Started with Financial Planning
Life and Career Planning LLC recognizes that different individuals, especially from different age groups, have different understandings of the elements that make up one’s financial life and financial plan. We also recognize that individual circumstances require individual attention to financial details in order to have a quality plan.
Our firm created “Getting Started with Financial Planning” as an addendum to our book, Time To Get Real!, in order to help our younger clients and those without a great deal of experience with financial planning. We recommend that you first read chapter 9, Financial Plans, before proceeding with this document.
To obtain a copy of “Getting Started with Financial Planning” please complete the form below and you will receive the document via email. To obtain a copy of the book, click here.
Our firm created “Getting Started with Financial Planning” as an addendum to our book, Time To Get Real!, in order to help our younger clients and those without a great deal of experience with financial planning.