The Three Stages of Year-End Financial Planning

By KSTP

It’s getting close to the new year, and we beg the question… are your finances ready for the new year? The CEO and Founder of Forethought Planning, Shannon Foreman, joins Minnesota Live to share the 3 stages of life when it comes to financial planning.

  1. The building stage
  2. The enjoyment stage
  3. The transferring stage

[anvplayer video=”5152515″ station=”998122″]