The Seven Major Areas of Financial Planning & Wealth Management
Austin Colby, CFP®, MBA
Over the coming weeks, we will be reviewing what we consider to be the seven major areas of personal finance. Many of you have seen our Pyramid of Financial Planning below, as we use it often to demonstrate how the various pieces of wealth management are inter-related.
I encourage you to watch the introduction video below and stay tuned in the coming weeks to follow along as we walk through some common questions and planning opportunities from each area.
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