Financial Planning
Submitted by First & Main Financial Planners - East Bay Area: Oakland, CA on May 9th, 2018We get calls every week from people wanting to do a financial plan; but almost no one who calls is familiar with what a financial plan really is.
Folks are calling because they feel a bit lost and overwhelmed with their personal finances and they want a professional to give them very clear feedback and advice.
Am I saving enough for retirement?
