Using The 5 Ws To Create Your Financial Framework

I believe it’s critically important to establish clear goals and build a financial framework with your advisor. Beginning your financial journey with full awareness of your personal situation and clear goals will allow you to stay the course or make necessary adjustments in a calm and reasoned way, whether change is anticipated or arrives unexpectedly. In this article, I discuss the What, Who, When, Where, Why and How of building a financial framework.   What What is a...