JUSTIN KOHLER, CFP®

READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

Financial Planning Is an Ongoing Process

September 2021  By: JUSTIN KOHLER, CFP®
Financial Planning Is an Ongoing Process
Financial planning is never static, fixed, or inflexible. Instead, it’s an iterative process that requires monitoring, evaluating, and adjusting as life changes over time. The planning process provides a foundation by which we systematically evaluate a wide range of key financial & life decisions....

Read More