Financial Planning Checklist: The 5 Most Common Mistakes That Will Undo Your Financial Future and What to do About Them
Do you ever wonder if you’re missing something when it comes to maximizing the way you think about and save/invest your money? Wonder no further, Joy Dow is a CFP® (Certified Financial Planner) who has helped over 400 people to optimize their financial road map. She will be guiding us through her “Financial planning checklist.” This exercise helps anyone to identify what gaps, blind spots or inefficiencies might be missing in their plan. Regardless of if you’re just starting out, or you are high income and net worth this session will be impactful for all.
Date and Time
Location
Hosts
Registration
- Date: 09 May 2025
- Time: 07:00 PM UTC to 08:00 PM UTC
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- Starts 25 April 2025 05:09 AM UTC
- Ends 09 May 2025 06:55 PM UTC
- No Admission Charge
Speakers
Joy Dow
Biography:
Joy Dow, is a CERTIFIED FINANCIAL PLANNER™ (CFP) who runs a boutique wealth management and financial planning practice, service clients nationwide. She and her team specialize in working with tech professions and those with any form of equity compensation to decode the complexity of taxation and how to best optimize their compensation.. They help their clients to slow down to look ahead so that she and her team can give them time back to focus on the things that they love. Since she started with the firm, she has consistently been ranked in the top 10% of advisors. She attributes her professional growth to continual learning, effectively listening and communicating, and recommending the right strategies for her clients at the appropriate time.