The Fundamentals of Developing a Successful Financial Plan — with Thomas Southard
June 1, 2021
The Fundamentals of Developing a Successful Financial Plan
Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes.
In this episode, we speak with Tom Southard, CRC, a financial professional with Thrive Wealth Solutions, on the significance of creating a successful financial plan that may work through various life stages to help you create confidence in accomplishing your life-fulfilling goals!
- His ideal client, and how he helps them accomplish their overall life-fulfilling goals
- Why risk minimization and mitigation are so important
- The different aspects of planning
- How he incorporates his client’s goals and dreams into the plan itself
- Long-term care expenses
- And more
Resources: Thrive Wealth Solutions: (408) 476-1254 | email@example.com | Linkedin | Blog | Schedule a meeting | SimplyAdvised