Financial Plan / How to Start a Financial Plan

Introduction to Financial Plan and Planning with my Good Friend Tom Costantiello CFP® with CONSUS Wealth Management In this Episode we talk about: What is a Financial Plan? What age should you have a financial plan? Examples of things that a financial plan have. How often do you need to review you financial plan? If you would like to talk with Tom you can reach him at 614-310-0169 ext 1, or via email at [email protected]. Any information provided in this podcast, should be considered Information only and should not be taken for legal, tax or specific financial advice. If you have any questions regarding specific topics please email [email protected] --- Send in a voice message: https://anchor.fm/topshelftalks/message