This series of posts walks through how to create a Financial Plan. If you have questions on any step of the process, or would like help creating your plan, email us at Team@LaxFP.com.
The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow.
Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
Create a Plan. Protect it. But are you getting the best value at the lowest true cost? Let’s plan to.
Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.