Here are the two reasons defining your Why is the most important step in creating a successful financial plan. Read this article for a step-by-step guide on defining the why behind your financial life plan.
Author: Jose Armenta, MsBA, CFP®, ChFC®, EA
Hi, I’m Jose Armenta, a Certified Financial Planner practitioner. For over 14 years, I have worked with or among federal employees, from serving in the Marine Corps to my stint as a police dispatcher and now as a financial planner specializing in helping FERS federal employees. In that time, I have spoken to hundreds of federal employees about their benefits and retirement. Helping federal employees maximize their benefits, reduce taxes, and live confidently is a passion of mine. When I am not perfecting financial plans, you’ll find me at the shooting range, playing the drums, or breaching blanket forts with my three little ones. View all posts by Jose Armenta, MsBA, CFP®, ChFC®, EA