Concentration Prioritization Risk Management Tax Planning 
Spreadym
NOVEMBER 3, 2023
It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively. Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently.
CFO News Room
NOVEMBER 8, 2022
Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.
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