Financial Sprints

Financial Planning is a marathon, not a sprint.  But it can be helpful to break this process down into several short sprints and focus on one item at a time.   Today, Chad Castle and Jessica Burch walk us through the five sprints you'll focus on in financial planning. A well-rounded financial plan doesn't happen all at once.

• Sprint #1 - Secure your retirement income
• Sprint #2 - Establish your investment account
• Sprint #3 - Taxes Matter...a lot!
• Sprint #4 - LTC expenses can wipe out your portfolio
• Sprint #5 - What is your Legacy?

(This idea originally came from Nick Davis at Brindle & Bay Wealth Management.)

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