Saturday, July 26, 2014

Financial Planning Is More Than Investment Advice - A Visual Representation


Below is a copy of a "Mind Map" that I have created to help organize the issues that are involved in a financial plan - which is not just managing investments. Investments are one part of the whole process.
At Angelucci Wealth Management, LLC, we help you in all aspects of your financial life.




6 comments:

  1. This financial planning map is a really helpful way to understand exactly what's involved in financial plans. I'm trying to manage my investments, as well as my business and assets. It can get pretty confusing, so this is a very nice, neat layout that makes financial planning more clear.
    Paul O. Herman | http://www.investmentcentre.us/page/financial-plans

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  2. Nice representation here. It's clear enough that you have proven your point. I love learning from experts. They really open new windows of knowledge for myself. certified financial planner training

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  3. Financial planning is a huge concept. That's what makes it more challenging however, if you get to master everything, you can become more successful. retirement planning program

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  4. Financial planning is need of everyone who wants a secure life. But it’s important to consult and engaged well trained advisors so they can help you to invest your money in right opportunities. I am taking services from one of popular Las Vegas certified financial planners and they are quite good at their work.

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  5. My name is Fajar. I live in Bedono in Central Java I was in a very chronic financial issue and terminal health situation some few weeks back. After all my search for assistance from friends and neighbors proved abortive, I feel there was no one who truly cares. I became so exhausted due to lack of funds to expand my business and my 2 kids aged 5 and 8 were also not good looking due to lack of proper care as a result of finance. One faithful morning I saw an old time friend of my late husband and I told him all I have been going through and he said the only way he could help was to direct me to a good loan officer in USA that also helped him, He explained to me on how he was financially down and how he got boosted by this loan officer ( Mr Pedro who grant him 7,000,000.00 USD loan at an affordable rate of 2% rate . He further assured me that they were the only legit loan firm he found online. He gave me their email & That was how I applied and was also granted a loan and my life changed for the good. CONTACT THE ONLY GENUINE LENDER Mr Pedro VIA Email / Whatsapp +18632310632 pedroloanss@gmail.com to resolve your financial mess.

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