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Episode 7 – Building Your Financial Plan

Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 7 - Building Your Financial Plan

Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone.  They discuss:

– What’s a CFP?

– The most common questions financial planners deal with

– Budgets and balance sheets

– How financial plans prepare for recessions and bear markets

– Common mistakes in financial planning

– When someone should seek professional financial planning

– The difference between personal finance and financial planning

– What are the characteristics of those with successful financial plans

– How often should someone update their plan?

– Elder care, medicare, and financial planning

– Tools and organization tactics in financial planning

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Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.