b&b88 The 5-Week Financial Plan: Estate Planning + Putting it all together!

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For all of January, we will be going in depth on the guts of your financial plan. This week, we will talk about estate planning (yes, you have one!). This includes when you need to set up a will, why you need to set up a health care proxy no matter what your age and health, and when you need to set up a Power of Attorney.

Then we’ll spend the second half of the show talking how to put together everything you learned over these last 5 weeks and start prioritizing exactly what needs to get done into quick wins, big wins, and ongoing victories. Yes!