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The 6 Areas of Comprehensive Financial Planning: Why Strategy AND Execution Both Matter
The 6 Areas of Comprehensive Financial Planning: Why Strategy AND Execution Both Matter Comprehensive financial planning is the process of coordinating every major area of your financial life, including cash flow, taxes, investments, insurance, and estate planning, into one cohesive strategy. Most people have half a financial plan. Some have a strategy — a written…
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Comprehensive Financial Planning vs. Investment Management: What’s the Difference?
When most people think about working with a financial professional, they picture someone picking stocks or managing their 401(k). But the line between investment management and comprehensive financial planning is worth understanding, because that distinction can have a real impact on where you end up financially. Investment management focuses on one piece of the puzzle—growing…
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Passing the Baton: 4 Critical Mistakes in Business Succession Planning
How to Master Business Succession Planning: Don’t Fumble the Handoff With Team USA’s Olympic trials for Track and Field currently happening for the 2024 Paris Olympics, I am reminded about how fascinated I am with relay races, even though I haven’t run track since junior high. As a teenager, I spent many hours at track…
Joshua Gregory, CFP®, ChFC®, CKA®
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