What Is Financial Planning? (Video)

YouTube 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®, 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.