It's Time to Revisit Your Financial Plan!
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It's Time to Revisit Your Financial Plan!
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About this listen
You have a financial plan in place, but you haven't revisited it for quite some time.
Does this sound like you? Well, if you aren't revisiting your financial plan, your ability to take care of your loved ones forever may be in jeopardy.
On the latest installment of the Plum Pointe Wealth Management Podcast Series, Brian Dunckley addresses the overall importance of keeping your wealth plan up-to-date, as well as some specific action items you can take to address your unique situation.
Chapters:
0:00 - Introduction and overview on a common financial problem many people face
2:39 - The ripple effect of not revisiting your financial plan over time
7:58 - How life could look if you're actively revisiting your financial plan
10:07 - How Brian works with clients to address these long-term financial concerns
13:05 - The discovery and analysis process involved in refining your wealth plan
19:58 - How you can leverage this process for your own benefit
21:50 - A client story of reviewing their estate planning following big life changes
25:30 - How to get in touch with Brian and his team
26:29 - Closing remarks
Connect with Brian Dunckley:
Website
YouTube