Financial planning can seem daunting. Especially if you don’t know where to start.
You might ask yourself:
These are important questions that can be answered by creating your annual financial plan.
In this video, CEO J.P. Dahdah shares a simple exercise that will allow you to have an accurate picture of your current finances, prepare you for any upcoming opportunities or emergencies, and ultimately help you reach your financial goals for the year and beyond.
We’ve included a worksheet to help you get started. Click below to download your copy.