GROW IT: How To Build Your Financial Plan LIVE WELLthy™ podcast

GROW IT: How to Build Your Financial Plan

1y ago 28:36

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Wealth Advisor and Financial Planner Dawn Dahlby shares tips on how to make, keep, and save money. Continuing the three-part podcast, this episode focuses on “Grow It”.

Listeners will learn the importance of:

Having a financial plan
Seeking advice from a trusted advisor
Creating a wealth alignment plan
Committing a percentage of income to the future
Having a fluid financial plan that can adapt to changes in life

The key moments in this episode are:

00:00:00 Intro

00:02:40 Financial planning importance.

00:04:40 Reasons people don't have a financial plan.

00:09:15 Building a financial plan.

00:10:50 We value our health. Why not our money?

00:12:00 Changing our mindset on creating a financial plan.

00:13:20 Wealth alignment plan.

00:14:51 The main goal of financial planning.

00:16:10 Creating a spending plan.

00:18:50 A client's experience creating a financial plan.

00:21:45 Financial planning for accountability.

00:23:16 The end goal of financial planning.

00:25:50 Resources to help grow your wealth.

"The biggest benefit they told me of having this financial plan was that it created this opportunity for them to always stay in control of their life." - Dawn Dahlby

Resources mentioned in this episode:

Free LIVE WELLthy resources: https://dawndahlby.com/resources/
Dawn’s bestselling book, LIVE WELLthy: https://dawndahlby.com/live-wellthy/
Relevé Financial Group https://relevefinancialgroup.com/

Connect with me:

28 episodes