The importance of proper long-term financial plans

Elke is a sought-after speaker on wealth management, personal finances for women, estate planning and philanthropy. Her company, Rubach Wealth provides comprehensive financial planning that provides clarity and direction for business owners, established professionals, and their families. They help their clients see the big picture and develop holistic solutions that enable them to take care of the ones they love.

Recent events have highlighted the importance of having a proper actionable, long-term financial plan in place. Elke walks us through the different elements of a proper financial plan, what a holistic approach to financial planning is, and much much more.
Share: