The Most Important Step In A Successful Financial Plan (VIDEO)

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

Jose Armenta is a CERTIFIED FINANCIAL PLANNER professional who specializes in helping federal employees get the most out of their federal benefits. Jose's experience serving federal employees provides him with valuable insight into the unique financial planning needs of federal employees.