Creating a Financial Plan 0: 5Cs
“Those who fail to plan, plan to fail.” ~Benjamin Franklin
You need a financial plan. How do you Create a Financial Plan?
First we need to cover WHO is creating the plan.
Whether you are a DIYer intent on creating your own Financial Plan, or a Delegator looking to hire someone to create it, You/They need 5 Cs to be qualified to make that plan.
- Competence
- Capacity
- Commitment
- Contentment
- Character
Tune In!
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