How To Build Your Financial Plan Webinar - Keep The Change & Lighthouse Financial | Midweek Episode

Cheques and Balances · May 2, 2023 · 1h 28m

James Blair and Luke Kemeys go through all the steps you need to build your financial plan and become financially bulletproof in 2023. A financial plan is your blueprint for your dream lifestyle, in this session, James will go through the entire financial plan process including:

Goal setting

Cashflow management

Identifying investment opportunities

Asset allocation based on your goals

Financial projection software

Retirement planning

Common mistakes we see

Luke and James will then go through their top tips for becoming financially bulletproof in 2023. Questions are available throughout the…