Financial Plan vs Financial Planning - Epee Education

Financial Plan vs Financial Planning

Personal Development , Personal Finances

Nicholas Bucci CFP® 2 min
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Financial Plan vs Financial Planning

So many people don't appreciate the difference between creating a Financial Plan and doing Financial Planning. It's so much more than just being a noun vs being a verb! A financial plan is a document, a single point-in-time document. So what's financial planning then? Check out Nicholas Bucci's short video to understand the difference and why it's so important for your long term financial wellbeing.

  • Objective

    Learn the important distinction between having a financial plan and doing financial planning.

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