- Another Perspective on Wealth
- Setting Personal Goals
- Understanding and Managing Credit
- Conclusions 1: Learning to Give
- Conclusions 2: Decide to Decide
Case Study #1
Data
Bill and Emilee, married and both 23 years old, are concerned that life is taking them in a different direction than they want to go. Bill comes to you because you seem to know where you are going and have a plan to get there.
Application
Bill asks you:
- What is the role of financial planning in your life?
- What can it help you achieve?
