Between work, family, and your relationship... finances can easily become an afterthought. In this video, Kyle Kuyat, CFP®, shares how to proactively put together a financial plan as a family.

Today we’re discussing a real-life financial plan of a couple named John and Mary, both 35 years old with a household income of $250,000 who sought guidance on achieving financial clarity and accomplishing their goals as a family.

Their goals are to…
Organize and gain clarity on their finances.
Plan and save enough for retirement.
Pay for their kid’s college in full.
Travel as a family.

This story also highlights the importance of proactive planning for families. By taking the next step, they were able to construct a more accurate financial plan and account for changing priorities.

Financial planning is not a static process but a dynamic journey. The flexibility to adapt to changing circumstances is crucial.

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Disclaimers & Disclosures:
This content is for education and entertainment purposes only. Past performance is not indicative of future results.