#445 Financial Planning Basics


Financial Planning Basics

This video covers general financial planning tips that apply to everyone. Jay McGowan, Director of Financial Planning at Fi Plan Partners, takes a deep dive into the details of what you should do to get on track to prepare for your future. A few of the topics discussed are:

• Defining your personal and financial goals
• Creating a reasonable budget
• Building a cash emergency fund and what’s a good starting point
• How to pay off debt
• Getting started with estate planning and what’s involved in that process
• Monitoring of your credit score and accounts

Click the link to watch and learn more about how you can help yourself plan for a Better, Richer, Fuller future.

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Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here


Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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