Episode #11 - What the hell is a Financial Plan?

“A financial plan is more of helping someone understand what their true priorities are in life.” - Brandy Branstetter, CFP® of Beyond WealthCFP® of Beyond Wealth

“A financial plan in its simplest terms is a glorified to-do checklist of things that we need to put in place in order for our clients to accomplish those goals.” - Clint Haynes, CFP® of NextGen Wealth

In episode 11, we're talking about what the hell is a financial plan?

Brandy Branstetter, CFP® of Beyond Wealth and Clint Haynes, CFP® of NextGen Wealth, sit down (or in Clint’s case, stand up) with Kyle to discuss what it means when they say, “I create financial plans for my clients.” When your advisor produces a financial plan for you, what does that include? How is a financial plan different from a budget? We answer all that and more.

Tune in!

"A financial plan is like a financial roadmap." Kyle Hill, CFP®

 

Resources:

What is a Financial Plan (Investopedia),

BKS Artisan Ales,

Longboat Brewing Co. Neon Ale,

Middle Finger 2 Cancer,

Carl Richards - Behavior Gap,

Michael Kitces - Nerd’s Eye View,

The One Page Financial Plan by Carl Richards,

Kyle: All The Pretty Girls - Kenny Chesney

Clint: Eye of the Tiger - Survivor

Brandy Branstetter, CFP® - Beyond Wealth

Website,

Email,

LinkedIn,

Facebook,

Instagram,

KCFAN (Kansas City Financial Advisors Network),

XY Planning Network (XYPN),

CFP Board

Clint Haynes, CFP® - NextGen Wealth

Website,

Email,

LinkedIn,

Facebook,

Twitter,

YouTube,

KCFAN (Kansas City Financial Advisors Network),

CFP Board

Kyle Hill, CFP® - Hill-Top Financial Planning, LLC

Website,

Email,

LinkedIn,

KCFAN (Kansas City Financial Advisors Network),

XY Planning Network (XYPN),

NAPFA,

FEE-ONLY Network, 

CFP Board