#120 Written Financial Plans


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The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs. Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits.

In this episode, Jeff Seuferling from Trilogy Financial Services discusses the process of writing a solid financial plan. Dino and Jeff discuss topics like:

  • Planning with a low income
  • Leveraging time to create wealth
  • The Evolution of the Written Financial Plan
  • Technology and the Financial Plan

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