Financial Planning Archives - Page 4 of 5 - Evolution Financial

July 2019 – TVW – Talk Wisconsin

What is a good way to approach budgeting?

What holds people back from getting a financial plan?

Let’s have a conversation. No jargon. No judgment. No hard sales.

Going through life transitions.

What are your expenses?

Getting through some of those pitfalls that come with transitions.

Remember to take a vacation!

Taking control of your finances.

Stop “shoulding” on yourself! Let’s help you move forward.

Getting you organized!

Let’s move forward together, because life isn’t a straight line.

Breaking some financial planning myths!

It’s not an intimidating experience.

Your financial plan is a tool for YOU, not me.

Sometimes finances are best discussed with an outside party.

Combining finances with your partner.

How do you get started?

Does everything have to be combined?

Remember to update beneficiaries, life insurance, wills, etc.