What Is the First Step in Financial Planning?

Do you feel as though you're constantly struggling with finances? With everything going on these days it's more important than ever to get your finances under control. Perhaps you're considering building your own financial plan but haven't taken financial planning seriously in the past.

You may wonder - what is the first step in financial planning?

Below, we'll outline the first step in financial planning.

Financial PlanningPhillip R. ChristensonAugust 16, 2023Phillip James Financialwealth management, portfolio management, financial advisor in maple grove, fiduciary advisor, Minnesota financial advisor