Part 3/3, Building Momentum Through Financial Planning | Bell Investment Advisors

www.Bellinvest.com – Whether you are saving for retirement, your children’s education, or moving from the city to the country, you need a road map to reach your ultimate destination. Join us as we review our financial planning process including information and tools needed to set the course for your financial journey. Our discussion will include • Living without a financial plan • The key aspects of a plan • Stress testing and creating a budget • Steps towards positive momentum with planning Prestenters: Jim Bell, CFP, President & Founder Forrest Bell, Financial Planner & Sr. Investment Advisor www.FinancialAdvisorBlog.Bellinvest.com



Lesson I’m Learning From Within The Elevation Group (category: elevation group)

Bob Wick‘s Direct Link To >>> The Elevation Group

What others are learning through Bob’s Link!

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