financial plan

I know I’m a bit old-fashioned, but I firmly believe people are happier and more satisfied when they live according to correct principles. They are also more prosperous.

We often talk about the importance of having a good financial plan, but we rarely discuss what makes a financial plan good. As with most things in life, financial plans come in a variety of qualities and flavors. Knowing what to look for as you shop for a financial plan will help you get the best plan for your particular situation. Financial plans can be either tactical or strategic in nature.