If you are like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the stock market and real estate, have some insurance and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life.
We will attempt to answer the following questions:
1) What are your financial needs?
2) What are the necessary elements of a good financial plan?
3) How do different parts of your financial plan fit together to help you reach your goals?
First meeting in a series of meetings on Financial Planning. We'll meet at the Arlington Public Library Conference room (there is only one in the library).