JUSTIN KOHLER, CFP®
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Staying Focused on Your Financial Plan
In today’s volatile global economic environment, it’s more important than ever to stay focused on your financial plan. An updated financial plan will assist in guiding your actions to help you be proactive, rather than reactive, regarding changes to the economic landscape.
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....