What Is Financial Planning? (Video)

In this video, I’ll cover what financial planning actually is in under 2 minutes. If you want to learn more about the financial planning process, visit the Create Your Path page.

Author: Jose Armenta, MsBA, CFP®, ChFC®, CLU®, EA

Jose Armenta is a Certified Financial Planner practitioner specializing in helping FERS federal employees understand and integrate their federal benefits into a comprehensive financial plan. As a FERS retirement expert, he has helped thousands of federal employees understand their benefits from a financial planning perspective and integrate them into their financial plans. As a former Marine and police dispatcher, Jose takes great pride in serving those who serve our great nation.

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