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Let Them Spend Their Money

A part of the Give.Save.Spend. teaching philosophy we mentioned before, involves SPEND. That is often the most exciting one of the three for kids (and most adults). It certainly can be with my children…and me to be honest. Side-note: It is fun to spend money, especially when you know it is a part of your overall financial plan. No excuses. No regrets. No questions. No shame. No blame. Good, clean spending. Okay, back on point…

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The Wealth Group Planning Process

When we work with clients we work through the seven major areas of financial planning for each individual plan. Cash-flow Planning Investment Planning Retirement Planning Insurance Planning Tax Planning Estate Planning Education Planning Each one of these areas plays a critical role in ensuring you maximize each dollar to accomplish your family’s financial goals and we enjoy walking through every one of these parts to the financial plan with our clients.

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