The Financial Planning Process - Part 2

Videos
Written By Crystal Lee Butler, MBA

Do you know what are the basics that most people have in their financial plan in some form? While there can be a lot of moving parts, it doesn’t have to be complicated.  Listen as Russell covers the general elements of a financial plan and what goes into each part.

Topics Discussed:

  • The importance of cash reserves

  • What are investment assets

  • The role of insurance

  • Should you have an estate plan

  • What you need to know about tax planning

You can watch this video and others on the Voice Wealth Management YouTube channel.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
Previous

The Role of Investments In Your Financial Plan
Next

The Financial Planning Process - Part 1