If you don't have time, or that seems kind of intimidating, of actually getting professionals involved. Have all your passwords and useor ideas somewhere where your spels can cess them. And then beyond that, am taking a look at your overall allocation could help too.
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.
In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps that new parents should take - How often you need to revisit a financial plan - The times you may want professional financial planning advice, and the parts you can do yourself.
If you're looking to start a financial plan, we can help. Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you.
Host: Tom Gardner Guest: Amanda Kish Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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