Author: Brad Owen
When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.
If you’re curious what my question is, I shared it with US News and World Report’s Maryalene LaPonsie in her article “The Anatomy of a Good Financial Plan.” I also share with her my observations on budgeting software and the value a financial professional can add.
If you have any questions about financial planning, please feel free to contact me anytime.
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