I was recently asked, what sets me apart from the multitude of financial planners in the United States. In addition, I’ve been asked why people should listen to what I have to say.

A financial plan is like a roadmap that shows you where you're headed and how to get there. It covers everything from your income and expenses to savings and investments.

Organizing your finances is an essential aspect of financial management that is often overlooked. Many people tend to procrastinate when it comes to sorting out their finances, only to regret it later.