Financial Plan / How to Start a Financial Plan
Introduction to Financial Plan and Planning with my Good Friend Tom Costantiello CFP® with CONSUS Wealth Management
In this Episode we talk about:
What is a Financial Plan?
What age should you have a financial plan?
Examples of things that a financial plan have.
How often do you need to review you financial plan?
If you would like to talk with Tom you can reach him at 614-310-0169 ext 1, or via email at tom@consuswmg.com.
Any information provided in this podcast, should be considered Information only and should not be taken for legal, tax or specific financial advice. If you have any questions regarding specific topics please email topshelftalks@yahoo.com
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Introduction to Financial Plan and Planning with my Good Friend Tom Costantiello CFP® with CONSUS Wealth Management
In this Episode we talk about:
- What is a Financial Plan?
- What age should you have a financial plan?
- Examples of things that a financial plan have.
- How often do you need to review you financial plan?
If you would like to talk with Tom you can reach him at 614-310-0169 ext 1, or via email at tom@consuswmg.com.
Any information provided in this podcast, should be considered Information only and should not be taken for legal, tax or specific financial advice. If you have any questions regarding specific topics please email topshelftalks@yahoo.com
