Last year, I was a guest on the Virtual U.S. Financial Advisors podcast where I talked about my financial assessment process. We’ve divided the episode into 8 parts and today I’ll be sharing with you the last of the series.
In this episode, I completed the financial assessment process that we go through without clients and covered everything else from our financial plan, including asset protection, funding, and planning.
In this episode, I discussed:
(01:49) What are the ways to help protect assets
(04:06) The advantages of creating separate business entities under one umbrella
(09:08) Why do you need to start to define what’s really important to you
(10:18) The purpose of having assessments
(12:15) What keeps me awake at night
Get a copy of our one-page assessment chart here: https://bit.ly/3tVosaq
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
