Gene Natali has taught Collegiate Personal Finance for 7-years. Join us each week as he brings the classroom to the Troutwood community.

Week 1 Office Hours: What is a financial plan?

In this episode of office hours you will learn what a financial plan is and and why it is important to consider having one.

Things to know:
- A plan is process you put in place to achieve a goal.
- A Financial Plan is a process you put in place to achieve your financial goals.

Don't be intimidated if this is the first time you've heard the term "financial plan." 100% of institutions have a plan to manage their money. At Troutwood we think it's time that 100% of individuals also have a plan! Each week we will cover 1-step towards building yours!

ABOUT Troutwood 👇

Troutwood provides investment and financial content that helps to remove the fear of finance and replace it with knowledge and confidence. Retirement in America is changing from employer directed to employee directed. Our objective is to help prepare individuals for this change. To help people learn to invest with understanding.

This channel allows us to share our passion for personal finance, the stock market, financial literacy, education, investing, and financial planning.

DISCLAIMER: The information presented on or through this video is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the video, or by anyone who may be informed of any of its contents.