Video: 3-Step Financial Plan
Special post from Modern Wealth Media, my company for creating books, videos and software that teach investing. Creating a financial plan is like creating a map for this journey we call life. It’s not rocket science. You can create one in 3 steps with help from a free workbook from modernwealthmedia.com/video.
After turning $1100 into $7015 in the stock market right out of college, Michelle worked 15 years on Wall Street at Morgan Stanley, Citigroup and Goldman Sachs. She wrote "How to Buy Stocks Online", and is a fee only financial advisor providing investment help in New York City.
Get a free investing workbook, and learn three things that helped Michelle become a successful investor.
Get timely market tips and commentary delivered straight to your mailbox. Don't miss a single post! Enter your email below, and click "Subscribe me!".
The information does not constitute investment advice or an offer to invest or to provide management services and is subject to correction, completion and amendment without notice. Any such offer, if made, will only be made by means of a confidential prospectus or offering memorandum or management agreement. It it not our intention to state, indicate or imply in any manner that current or past results are indicative of future results or expectations. As with all investments, there are associated risks and you could lose money investing. Prior to making any investment, a prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of that investment.
© Copyright The Wall Street Geek 2012. Acceptable Use Policy.