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Personal Financial Planning Tips : How to Create a Financial Plan

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Uploaded by on Oct 29, 2008

When creating a financial plan, the first thing to consider is setting up a budget to better understand how much money can be saved. Learn why a budget is crucial for setting up a financial plan with tips from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

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  • ty

  • weird lighting

  • Oh c'mon, dont be mean. Shes sweet. I love the papers and the precisely positioned business cards on a spike!

  • let me put papers and fancy paper weights so it loks like im busy, really looks like you are an unorganized mess. im a better cpe, cfp and mba. My JD is coming up and you dont have one.

  • God Good lots of ideas you are sharing!!! thanks for posting the video :) please watch my videos and also learn something :)

  • Hi Julie,

    I am a financial advisor in Australia. Do you know of any competent software programs for doing financial modelling?

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