Why you don't need a financial plan

It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. “who doesn’t need a financial plan” is to discuss what’s involved in a plan and then you can draw your own conclusions. In this podcast I discuss: • what’s involved in the financial planning process i.e. what outcomes will you enjoy • how to set the two mo...