Episode 69: The Importance of Assessing Your Financial Plan | Brian Luce

Financial Planning can be intimidating and often confusing for anyone new to putting together a sound financial strategy. But if you want to be successful with your money, it's important to know your financials and even better to have someone available to support you along your journey.

In this episode, we're chatting with Brian Luce from Triangle Financial Group about what a financial plan is, why it's important to have one, and how his team can help you get started.

Links: 

• Check out Triangle Financial Group resources at trianglefinancialgroup.com
• Contact Brian and his team to get started building your financial plan
• Try out the Financial Wellness Assessment
• Check out TCU University for more financial education tips and resources! 
• Follow us on Facebook, Instagram and Twitter! 
• Learn more about Triangle Credit Union