Most people think financial planning starts with picking investments. In reality, it starts with a plan.

In this episode, I introduce the Plan First Financial Path, a holistic framework built to help people make smarter financial decisions with intention, not reaction. The Path is made up of seven interconnected pillars that work together to support your specific goals, not a one size fits all checklist.

Those seven pillars are Clarify your goals and priorities, Build a foundation, Invest with purpose, Pay less taxes over time, Protect what you are building, Turn savings into income, and Live, adjust, repeat.

These are not steps to complete once and move on from. They are a flexible, evolving approach to financial planning where the plan always comes first and the investments serve the plan, not the other way around.

This episode sets the foundation for a seven week series where we will break down each pillar in detail and show how they work together to guide real life financial decisions across every stage of life.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...