Latest from the Julien Planning Blog
The First 6 Steps Of Financial Planning
What Are the First Steps in Financial Planning? Financial planning is one of the most important aspects of long-term stability, yet many people delay addressing their financial situation. Whether it’s…
7-Steps To Security: Crafting Your Financial Plan
In today’s fast-paced financial world, a structured financial plan is not just a luxury—it’s a necessity. With increasing economic uncertainty, market fluctuations, and rising costs of living, having a well-defined…
What is Estate Planning? 4 Key Elements You Need To Know
What is Estate Planning? Estate planning is the process of arranging for the management and distribution of your assets after death. It ensures that your wealth goes to the intended…
What Is Financial Planning?
What is Financial Planning? Financial planning is the process of taking an inventory of all your financial resources—your income, assets, liabilities, and expenses—and aligning them with your personal goals. It’s…