Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Continue to Part 6
For more information, see these articles:
Life Planning Part 1: Plenty of Money
Virginia Land Preservation Tax Credits
Follow David John Marotta:
President, CFP®, AIF®, AAMS®
David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.