Financial Plan – Planning for the Certainty of Uncertainty

7. The Four Cornerstones of Financial Planning

By thecertaintyofuncertainty | January 6, 2022

If you want to build a financial plan but don’t know where to begin, don’t worry!

These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these cornerstones wisely can help you allocate your resources and meet your financial needs.

Jon discusses:

The importance of setting up highly liquid cash reserves
Protection planning to help support your loved ones during uncertain times
The difference between fixed and equity assets — and their role within your financial plan
How to prioritize your financial goals
And more!

Connect with Jonathan Kuttin:

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6. The Ongoing Financial Planning Process After the First Year, Part 2

By thecertaintyofuncertainty | December 2, 2021

Financial planning can help you achieve your long-term financial goals for yourself and for your future generations.

In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC., helps you secure your financial future and cope with potential life uncertainties.

Jon discusses:

How the practice’s four seasons of advice help you remain financially proactive
How Kuttin Wealth Management helps clients remain deeply connected with advisors
Benefits of involving every member of your family in the financial planning process
Reasons to consult an advisor even if you feel you can manage your own finances
And more!