Tag Archives: Financial Plan

20. This is How to Write An Effective Financial Plan



By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life.

In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients’ plans, and how they address these gaps.

Jose and Jeff discuss:

  • How to start the process of creating an effective and encompassing financial plan
  • The types of gaps in the financial planning process
  • How often you should be reviewing your financial plan 
  • And more

Connect With Feliciano Financial Group:

 


18. 10 Tips to Help Empower Women Investors



Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind.

In this episode, Jose Feliciano and Jeff Feliciano share ten tips to help empower female investors to have more financial independence now and in the future.

Jose and Jeff discuss: 

  • Why communication is key to making smart decisions with money
  • How to stay organized to maintain access to all important financial documents
  • The importance of putting your plan in writing
  • Why you should understand what you own financially
  • And more

Resources: 

Connect With Feliciano Financial Group: