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FI202: Assumptions Used In Your Plan - Create Your Financial Plan

  • roshanloungani
  • Mar 24, 2020
  • 1 min read

Now that you developed your vision, we want to help you work toward accomplish it.   A financial has a series of assumptions that you need to make, personal data and some focus.   We help you get this information in order to build your plan.

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.


For links and to listen now go to: https://anchor.fm/roshan-a-loungani

And find us on Spotify, Apple Podcasts, Google Podcasts and much, much more.






 
 
 

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Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

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