How To Build Your Financial Plan Webinar - Keep The Change & Lighthouse Financial | Midweek Episode

Cheques & Balances - A podcast by Cheques and Balances

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James Blair and Luke Kemeys go through all the steps you need to build your financial plan and become financially bulletproof in 2023. A financial plan is your blueprint for your dream lifestyle, in this session, James will go through the entire financial plan process including:Goal settingCashflow managementIdentifying investment opportunitiesAsset allocation based on your goalsFinancial projection softwareRetirement planningCommon mistakes we seeLuke and James will then go through their top tips for becoming financially bulletproof in 2023. Questions are available throughout the webinar.

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