on June 18, 2025

Episode 4 Creating a Financial Map to Find Your Treasure

Episode Description:

In this episode of Best Friend Financial Advice, Maureen Richardson discusses the importance of financial planning.  She emphasizes that a written financial plan serves as a roadmap to achieving finacial goals, regardless of one's current financial situation.   The conversation covers the steps inovlved in creating a financial plan and how it can lead to financial security and peace of mind.   

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 Links:

Check out the following links mentioned during the show:

  •  This website is from the Certified Financial Planner Board of Standards.  You can learn more about the financial planning process, as well as locating a professional financial planner in your location.    https://www.letsmakeaplan.org

  • This website is for the National Association of Personal Financial Advisors.  The advisors here are fee only fiduciary financial advisors.  https://www.napfa.org/

 

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