Episode 2 free tool
The Financial Plan Checklist
The 6 categories every real financial plan covers, plus a 7th if you own a business. See whether you have a plan or a collection of products.
- The categories Sten walks through in Episode 2, from cash flow and taxes to estate planning and risk
- A quick check of where you stand, plus 3 questions to ask your advisor
- 3 steps for the next two weeks, starting with rating each category from 1 to 10
"We're going to take complex things and make it simple because that's a gift."
Sten Morgan, CFP® · Episode 2Get the free tool
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