Financial Planning 101

West Financial Services presents our “Financial Planning” 101 webinar, focusing on financial planning basics. In this presentation, we go over some of the most important financial planning documents, such as a balance sheet and cash flow statement, and explain how to best utilize them. In addition, we detail how to build a flexible budget that will help set you up to achieve your financial goals. Finally, we address the different types of debt and clarify how to understand your credit score. This webinar is tailored towards our younger clients, or children/grandchildren of older clients, however, it is suitable for people of any age. We hope you come away with an appreciation of why financial planning matters. 


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West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

Certain information contained herein was derived from third party sources, as indicated, and has not been independently verified. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to WFS.

This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept. These materials are not intended as any form of substitute for individualized investment advice.

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