#120 Written Financial Plans

The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs. Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits. In this episode, Jeff Seuferling from Trilogy Financial Services discusses the process of writing a solid financial plan. Dino and Jeff discuss topics like: Planning with a low income Leveraging time to create wealth The Evolution of the Written Financial Plan Technology and the Financial Plan For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Episode metadata supplied by the publisher feed · Published Apr 27, 2015

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