Your Financial Puzzle

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | June 15, 2021

Duration: 2:31

Show Notes

Syverson Strege Cofounder David Strege talks about the shapes and sizes of your financial puzzle pieces such as cash flow, savings, investments, taxes, retirement, college planning, and more. With these different shapes and sizes, different financial tools and strategies are needed.

A financial planner and a comprehensive financial plan can help bring your financial puzzle pieces together so they fit together properly. In order to do that, you’ll need to determine and communicate what you want the picture of your life to look like.

If you need help putting together your personal financial puzzle, call us at 515-225-6000 for a free, no-obligation, confidential consultation. 

Finance Moment…Syverson Strege’s mini-podcasts to provide rapid-fire information on financial topics of the day.