When you do a financial plan, where do you start?
Do you fund your retirement first or get out of debt? Is trying to save on taxes part of it? One marriage partner thinks you spend too much money on insurance, while the other worries that they are not sufficiently protected.
It can feel like you’re all over the map!
So back to the original question - where should we start?
My answer is to start with the most important thing – to you.
It is my contention that (1) you already have a financial plan, and (2) your plan is built around priorities.