Get your finances in good shape. Find out how to make a financial strategy that covers everything from protecting your short-term investments to saving for your retirement.

A financial plan is a comprehensive evaluation of an investor's current and future financial state. When we have a financial plan, we can start to make a move on the procedures and strategies laid out in the plan to push us toward accomplishing our coveted objectives in life. The financial plan transforms into a dynamic, all-encompassing guide, catered to the individual, couple, or family, from which more fundamental moves can be made to help advance us through the essential occasions in our lives.

Here are some topics you'll learn about:

Financial plan, a context for business

The elements of financial planning

Financing strategies

Cash-flow planning

Retirement planning

Investment management

Choosing a financial planner

And much, much more!

Listen today!