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73. How a Financial Assessment Process Works - Part 8: Income Needs, Funding, Incentive Planning, and Asset Protection
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Last year, I was a guest on the Virtual U.S. Financial Advisors podcast where I talked about my financial assessment process. We’ve divided the episode into 8 parts and today I’ll be sharing with you the last of the series.
In this episode, I completed the financial assessment process that we go through without clients and covered everything else from our financial plan, including asset protection, funding, and planning.
(01:49) What are the ways to help protect assets
(04:06) The advantages of creating separate business entities under one umbrella
(09:08) Why do you need to start to define what’s really important to you
(10:18) The purpose of having assessments
(12:15) What keeps me awake at night
Get a copy of our one-page assessment chart here: https://bit.ly/3tVosaq
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
DISCLAIMER
The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.
Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
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