In this e-book, we’ll explore family financial planning through the lens of goal-based investing, helping you create a legacy that reflects your love and commitment to your family.
What’s Inside?
- What is Goal-Based Investing?
- The process of goal-based investing
- The Concept of Investing for Love
- What is Investing for Love?
- Benefits of Investing for Love
- Setting Family Financial Goals
- Identifying Your Financial Goals