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Financial Planning Insights

Foundations of a Financial Plan

by Samantha Kolb, Allison Moeschberger, CFP®

4 minute read time

AVP Wealth Education Consultant Samantha Kolb sits down with VP Wealth Advisor Allison Moeschberger sat down in a recent discussion surrounding the creation of a sound financial plan for retirement. This topic is geared toward individuals who are nearing retirement age which includes in-depth outline of the six key areas of a financial plan as well as the planning process most professionals will follow.

Allison Moeschberger and Sam Kolb in a podcast studio.

Learn how to create a financial plan

With Allison Moeschberger & Samantha Kolb

Click below to download the slides from today's webinar. If you'd like to discuss your financial plan or have any questions, don't hesitate to contact your advisor. Want to hear your question covered in a future webinar? Submit it through the quick form below.

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ABOUT THE AUTHORS

Samantha Kolb

Samantha Kolb

Wealth Education Coordinator, Retirement Plan Services | Johnson Financial Group

As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

Allison Moeschberger, CFP®

Allison Moeschberger, CFP®

VP Wealth Advisor | Johnson Financial Group

As Vice President Wealth Advisor, Allison provides personalized financial guidance through comprehensive planning. She addresses client needs across cash management, tax planning, distribution analysis and estate planning, leveraging her experience from both large and small RIAs. With a comfortable and thorough approach, Allison connects with her clients on a personal level, delivering tailored advice to meet their unique financial objectives.