50. Building Your Financial Plan

Welcome back to another episode of the 360 Money Matter Podcast! No one is more concerned about your financial well-being than yourself. So, having a good financial plan will help you save money, time, and meet long-term goals. 

In this milestone 50th episode, we will go over some of the steps to creating your own financial plan, including the elements that we look at when putting a plan together for our clients. 

There are some nuggets of gold in this episode, so grab a pen and paper and take note, as this is one that you won’t want to miss. 


Episode Highlights:

  • Understanding your assets and liabilities
  • Determining cash flow
  • Bucketing strategy
  • Developing an investment strategy
  • Estate planning


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360 Financial Strategists


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