Latest / The Small Change Big Gains Podcast
Episode 49- The Value of a Financial Plan. What should a Financial Plan look like? Featuring Bryan Monchamp.
The ‘90s called- and they want their spreadsheets back. At NB, we’re pioneering new ways of making financial plans more visual, understandable, and relatable. One that answers the question that buzzes in our heads- AM I OK?
Not pages upon pages of graphs and numbers that get stared at confusingly before getting stored or thrown away.
Having a clear and realistic plan for your finances can help you achieve your personal and professional goals faster and easier. A plan should be concise with a clear depiction of your ‘goal-posts’. It should easily be able to tell if you’re on the right track…
The skinny
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