There’s a lot of questions surrounding financial planning. That is why for this week’s episode I want to help equip you with the proper knowledge so you can make the right decisions about the financial planner you’re going to work with.

In total there are 7 steps of financial planning and understanding each of them can give you a better idea of how this whole process works. This week, I’ll be giving you an overview of each and we will go more in depth with each step in the succeeding weeks to come.

So what are you waiting for? Make sure to join in on the first part of this series!


>> The definition of financial planning

>> An overview of the 7 steps of the financial planning process

>> The most important part about the financial planning process

>> Summary of the steps

If you loved this episode, you have to listen to these episodes as well:

>> Consistency is Life’s Cheat Code (

>> The Blueprint for Financial Decision Making with Meg Bartelt (

>> A Simple Guide to Understanding Your Credit (

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Want to chat with a fee-only financial planner? Shoot me an email at Can’t wait to meet you.