The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women.
Do you ever just wish someone would tell you exactly what to do with your money? That it feels almost overwhelming to figure out how to save for your goals and still pay for your current life?
I totally get it. Managing money is not always easy, and sometimes just thinking about how much is needed for your long-term financial goals, such as retirement, gets really scary. However, just like working out and eating right helps you stay healthy physically, financial planning helps you stay healthy financially.
So in today’s Financially Wise Living episode, I’m sharing what financial planning really is to help you understand its importance as you progress on your financial journey.
Spoiler alert: financial planning is not about cutting the fun out of your life or sticking your credit cards in the freezer; rather, it’s about getting strategies and systems in place to help you havemore fun with your money today and in the future.
So watch the episode–then leave a comment and let me know what financial planning you’ve done in your own life, and how it’s been working for you.
About the author: Brittney Castro, CERTIFIED FINANCIAL PLANNER™ is the Founder and CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. Brittney’s mission is to help women plan and create the life of their dreams, free from anxiety about money. She is known for her non-judgmental, compassionate approach to financial planning. She has been featured in the Wall Street Journal, New York Times, Financial Planning Magazine, Investment News, and Registered Rep Magazine. Away from the office, you can find Brittney working out, drinking green juice, reading, playing at the park with her dog Arya and of course dancing. Visit her at http://www.financiallywisewomen.com and request a FREE 30-minute Discovery Session to discuss how financial planning can help you use your money to live a life you love. Financially Wise Women is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.
Financial planning is crucial for securing your future, and this blog post hits the nail on the head. It’s refreshing to see such a comprehensive breakdown of the topic. The step-by-step approach makes it easy to understand and implement. I particularly appreciate the emphasis on setting clear goals and regularly reviewing your plan. This article is a must-read for anyone looking to take control of their finances.