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The Financial Life Planning Process

Creating A Long Term Comprehensive Financial Life Plan

CREATING A LONG TERM COMPREHENSIVE FINANCIAL LIFE PLAN JAMES L DRUFFNERCPA/PFS, CFP, CMA   Remember that song Que Sera Sera? (Kal Ho Naa Ho in Hindi.) My favorite line is “The Future’s Not Ours To See.” That’s certainly true; we can’t see the future. But suppose we tweak that a bit: “The Future Is Ours To Create.”Long term comprehensive financial life planning is a simple idea: it is the matching of your long term goals with your reso
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