• roshanloungani

FI201: Develop Your Vision - Create Your Financial Plan

The first step in creating your financial plan is developing your vision.   Start with your story to determine your financial DNA, use that information to develop your vision. 

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:

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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