【New Year 90-Day Family Financial Action Plan】 (I)

Why do the 1st 90 days of the new year determine your financial direction for the next 10 years? Healthy and sustainable wealth management is usually built on three elements working together: clear and well-defined financial goals, a properly aligned wealth structure, and timely action with consistent follow-through. With the new year beginning, I created this “New Year 90-Day Family Financial Action” video series to clearly explain these three elements. In the U.S., doing the right things in the first 90-day of the year is often more important than 10 years of unfocused effort afterward. In this episode, I’ll start with the most fundamental and most often overlooked three aspects of financial goal planning.