Broker Check

What Does Your Financial "Picture" Look Like

To simplify how the human body works, doctors use an Anatomical Model of the body. To simplify how your personal finances work in relation to financial planning, we use an image that we refer to as Your Personal Economic Model.

As you watch this video, consider the ideas expressed and how they relate to your current situation and future lifestyle goals. You may also wish to have a pen and paper handy to note any questions this video prompts. We will be glad to cover any questions you have at our next meeting.