Middle Class Millionaire with John Choi, CFP®

What is Financial Planning? (Part 1)

May 18, 2023 John Choi
What is Financial Planning? (Part 1)
Middle Class Millionaire with John Choi, CFP®
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Middle Class Millionaire with John Choi, CFP®
What is Financial Planning? (Part 1)
May 18, 2023
John Choi

Send us a Text Message.

What is financial planning and what value can it bring to your life? In part one of this two-part episode, we'll break down the general financial planning principles and talk about insurance and investments. Through John's personal stories and client experiences, we will uncover the profound effects of understanding your net worth, having an "in case of emergency" toolkit, titling assets and beneficiaries, and more. Stay tuned as we talk about the transformative power of financial planning and learn about small but impactful adjustments that can significantly impact your financial future. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Show Notes

Send us a Text Message.

What is financial planning and what value can it bring to your life? In part one of this two-part episode, we'll break down the general financial planning principles and talk about insurance and investments. Through John's personal stories and client experiences, we will uncover the profound effects of understanding your net worth, having an "in case of emergency" toolkit, titling assets and beneficiaries, and more. Stay tuned as we talk about the transformative power of financial planning and learn about small but impactful adjustments that can significantly impact your financial future. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2