In this episode, Mark explains why it’s so important to have a plan at any stage and how to get started, providing an overview of his 3-D financial planning process. And in easy-to-understand terms, he’ll walk you through the first steps to building your own plan – the same steps he takes his own clients through.

If you want to create a financial plan but don’t know where to begin, or if you have a plan that you worry isn’t going to get you to where you want to go, this episode is for you.