Part 1/3, Building Momentum Through Financial Planning | Bell Investment Advisors

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Uploaded by on Apr 20, 2011

http://www.Bellinvest.com - Whether you are saving for retirement, your children's education, or moving from the city to the country, you need a road map to reach your ultimate destination. Join us as we review our financial planning process including information and tools needed to set the course for your financial journey. Our discussion will include:

• Living without a financial plan
• The key aspects of a plan
• Stress testing and creating a budget
• Steps towards positive momentum with planning

Prestenters:
Jim Bell, CFP, President & Founder
Forrest Bell, Financial Planner & Sr. Investment Advisor

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