What is a Financial Plan and How Will One Help My Family? Question of the Week Smartvestor Pro

Chief Operations Officer, Amanda Sharratt of @whitaker-myerswealthmanage2043 answers the question from Charlotte in Dayton, Ohio who asks, “I’ve heard your Financial Advisors talk about a financial plan on videos, what is a financial plan and how will it help my family?”

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Name and locations may have changed to protect privacy.

Email your questions to: asharratt@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. Here is the article Amanda mentions in the video from the Ramsey Solutions team: https://www.ramseysolutions.com/budgeting/daves-advice-on-tithing-and-giving

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