Episode 112

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Published on:

6th Sep 2021

The Steps of Financial Planning

There's a lot of questions surrounding financial planning. That is why for this week’s episode I want to help equip you with the proper knowledge so you can make the right decisions about the financial planner you’re going to work with.

In total there are 7 steps of financial planning and understanding each of them can give you a better idea of how this whole process works. This week, I’ll be giving you an overview of each and we will go more in depth with each step in the succeeding weeks to come.

So what are you waiting for? Make sure to join in on the first part of this series!   


Highlights 

>> The definition of financial planning 

>> An overview of the 7 steps of the financial planning process 

>> The most important part about the financial planning process

>> Summary of the steps

If you loved this episode, you have to listen to these episodes as well:

>> Consistency is Life's Cheat Code (https://apple.co/3zv6WL1)

>> The Blueprint for Financial Decision Making with Meg Bartelt (https://apple.co/3jLmzbK) 

>> A Simple Guide to Understanding Your Credit (https://apple.co/38HgMhh)

   

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and share this link (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)  

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.