45. Financial Plan Failure? Why Centura’s Approach Helps Avoid a Plan Catastrophe with Sean Clark

What is Financial Plan Failure?  Most people understand why maintenance for your health, car, home is critical to avoid a major catastrophe.  We service our vehicles, go to the dentist, get an annual checkup, exercise and watch what we eat; shouldn’t we maintain our financial wellbeing as well? But, how does one do that? What … Continue reading 45. Financial Plan Failure? Why Centura’s Approach Helps Avoid a Plan Catastrophe with Sean Clark →

What is Financial Plan Failure?  Most people understand why maintenance for your health, car, home is critical to avoid a major catastrophe.  We service our vehicles, go to the dentist, get an annual checkup, exercise and watch what we eat; shouldn’t we maintain our financial wellbeing as well?

But, how does one do that? What are others doing? Should you be doing more?  Why do good plans fail and how do things go array? In this episode on financial plan maintenance we discuss all of these facets and more, including why it is important, what it means for you and how we do it at Centura Wealth Advisory.

Jonathan and Sean discuss:

How to proactively maintain your financial plan and keep it on track
How Centura Wealth Advisory helps clients with no prior financial planning experience
The journey from a discovery call to a comprehensive financial plan
Critical life events that can trigger major changes to your existing plan
And more

Resources:

Centura Wealth Advisory’s Liberated Wealth® Process

Connect With Centura Wealth Advisory:

(858) 771-9500
Centura Wealth Advisory
LinkedIn: Jonathan Freeman
LinkedIn: Sean Clark
Email Sean Clark
LinkedIn: Centura Wealth Advisory