Using a Strategic Planning Process for Your Finances (Pt I) - a podcast by Eric Roberge, CFP & Beyond Your Hammock

You've heard the term "financial plan" or "financial planning" a million times. But what does it actually look like to go through that process?

Today we're sharing how we construct strategic plans for personal finances. We'll take you to the inner workings of the framework and systems we use at Beyond Your Hammock to help people use their money as a tool to get more of what they want in life - now and into the future.

This is part one of our series that will explain the 5 stages of the financial planning process:

1. Setting goals, clarifying priorities, and stating values
2. Building out iteration one of a formal plan and choosing specific strategies to implement
3. Developing investment strategies to serve as the engine of financial growth over time
4. Protecting yourself, your family, and your assets
5. Measuring, managing, and maintaining the complete financial plan over time

Our first episode will cover stages 1 & 2. Let's get planning!

Further episodes of Beyond Finances

Further podcasts by Eric Roberge, CFP & Beyond Your Hammock

Website of Eric Roberge, CFP & Beyond Your Hammock