The Financial Planning Process with Bryan Koslow

LifeBlood

LifeBlood: We talked about the financial planning process, the value of combining intellectual curiosity with matters of the heart and the importance of being a leader in one’s community. Comprehensive financial planning and all the different variables and components that go into an effective plan.

How to take in constant information while still maintaining a long-term viewpoint, particularly when thinking about financial matters. How and why people overthink the goal setting process. Why financial literacy is lacking and why it’s an essential part of someone becoming financially successful.

How once you’ve set your goals, they become your new benchmark which is why it’s so important to make sure your goals are what you truly want. Why data is essential when making decisions, but it’s also important to take into consideration intimate details. How reading is a life hack and why you need to stay focused while at the same time not miss out on opportunities. And how to get started with Bryan Koslow, MBA, CFP, CPA, CFF, PFS, Principle of the Clarus Group, an Investment Advisor.

Listen to learn a process for thinking about and setting your goals that’s simple and actionable!

For the Difference Making Tip, scan ahead to 17:38!

You can learn more about Bryan at ClarusFinancial.com and LinkedIn.You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [e-mail].