What exactly is a financial plan—and why does it matter so much more than most people think? Priya Malani kicks off a new Q&A series by unpacking the real purpose of financial planning. It’s not about spreadsheets, restriction, or being “good with money”—it’s about building a life you’re excited to live, with your money fully aligned to support it. From practical strategies to wild-but-true client goals (hello, Toto toilets and vow renewals), this episode reveals how a plan can take you from winging it to feeling totally in control. Whether you’re flying solo or merging finances with a partner, it’s time to stop guessing and start designing a life that works for you.

Tune Into This Episode to Hear:

• Why a financial plan is more than just a spreadsheet—it’s a blueprint for your life

• Real (and hilarious) examples of what people are actually planning for

• How couples with different money habits get on the same page through shared goals

• Why it’s easier to make smart money moves when you know exactly what you’re working toward
  

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