What should be included in your financial plan?

A solid financial plan covers a lot of ground. Not only should it protect you and your loved ones, but it should also help you reach your goals. A financial plan should include risk management, estate planning, debt management, and saving and investing strategies.
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Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.
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Transcript:
Yeah. So what should be included in a financial plan is definitely a foundation of risk management, making sure that yourself, your, that you’re protected against an unexpected health scare, that your assets are protected through proper estate planning, as well as that your loved ones are protected as well. We also want to make sure that you have debt management and that we’re coming up with a strategy to pay down debt. And then we can help you reach your goals of retirement or purchasing that home through your saving and investing tools.