"Smart Investing For Smart People"
There are many ways to approach financial planning, but most financial planners recommend using the Financial Planning Pyramid Approach.
The Pyramid has the following components:
Wealth Foundation
Wealth Accumulation
Wealth Preservation
Wealth Distribution
Since you have different financial needs at each stage of your life, it follows that you should also prepare for different financial plans for each. But as you notice, there are things that should always be in place like the emergency fund, life insurance and investments.
Hi there. I am your host, Carlos Velasco.
I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
my goal is to turn you into a
Smart, Confident and Fearless Investor!
