It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan.
This experience involves a Discovery meeting and a Concept Meeting, resulting in a tailor-made financial plan. Let’s take a look at the Discovery meeting, or “Step 1.”
Human nature calls for us to worry – this instinct goes way back to the days in which we had to protect ourselves against predators.
“Clients must expect that they are the client and the
True Wealth is not just having money in the bank, it’s an inner condition of wellbeing. It’s about your financial health, your personal growth, your life and love, your passions. Your health is also your wealth.
Welcome to Alman Partners‘ very first Vlog! In the first
How can we teach our children that money doesn’t grow on trees, when the trees have become digital and invisible? For most of us, our first memories of money are of collecting small change, and witnessing our parents using cash to make everyday purchases. This experience, however, is no longer common – the game has changed, and it has become invisible.
