Traditional financial plans tend to focus specifically on investments, cash flow planning and budgeting. While these are crucial components of financial planning, they certainly do not cover everything.
Here are five important aspects that you may not typically associate with your financial plan:
A financial plan isn’t really your financial plan unless it is aligned with your personal, family, and legacy goals. What does your plan look like? Does it address taxes, risk, the implications to your estate, your business succession, and your legacy? Our approach goes beyond financial projections, aligning value with values. If you are interested in a comprehensive financial plan, or have any questions, feel free to contact any of ZLC’s integrated financial planning specialists to discuss your needs and potential planning opportunities.
Article by Vilayphone (Violet) Smith