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Intro Video to the 10 Phases

Updated: Mar 8


Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro


Since so many people have questions about money and how to allocate cash flow, I wanted to put together a series of helpful posts/videos. 

This is the first video in a series I’m putting together on a financial order of operations. In it, I introduce a 10-phase framework — and explain why the order of those phases matters. It’s not one-size-fits-all. It’s a way to highlight behaviors and priorities that have worked over time.

The next videos will take each phase one by one.

If you’ve ever wondered what should come first, what should come next, or whether you’re skipping steps that actually matter…Follow along.

Phase 1 is next.



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