Why you don't need a financial plan

It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. “who doesn’t need a financial plan” is to discuss what’s involved in a plan and then you can draw your own conclusions.

In this podcast I discuss:
•   what’s involved in the financial planning process i.e. what outcomes will you enjoy
•   how to set the two most important goals
•   how to map out an action plan
•   what a financial planner will do ongoing (each year).
This will give you enough information to decide whether its for you or not.

For more, check out my video here.