What is Financial Planning?

Videos
Written By Crystal Lee Butler, MBA

Financial planning can sometimes feel like an overwhelming process, but it doesn’t have to be.  Listen as Russell Rivera talks about the basics of financial planning and how important it is to find a financial planner that will help you through this highly personalized process.

Topics Discussed:

  • What is financial planning

  • What makes it different for different people

  • What role does a financial planner play

  • Who can benefit from professional financial planning

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
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The Financial Planning Process - Part 1
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