AdvisorToClient
Share with clients:
Action Steps
  • Check List
  • Client Email
  • Presentation

How to simplify your financial plan

plan-goal-path-future

MoneySense’s Invest for Success event brings people together with investing experts to hear their hard-worn advice.

In this video from the conference, Rona Berienbaum, financial planner at Caring for Clients, talks about how making a simple financial plan can pay off.

She says an advisor can be a neutral third-party who can listen to your concerns and help you make decisions about how to use your money. She says one of the hardest things she’s ever had to learn was how to balance saving for the future and enjoying life today. “That was a tough lesson,” says Bereinbaum.

 

See all comments

Add a comment