Why You Need a Financial Plan
Do you have a financial plan?
In this excerpt from FinStream TV Live with Dr. Preston Cherry, the panel explores an innovative AI tool for building financial plans — completely free.
Create Your Free Financial Plan
Discover how to create your own personalized financial plan for free using FinStream TV’s new AI Wealth Planner.
Learn why having a financial roadmap is essential, how this tool can help you set and achieve goals, and why it’s a great starting point before consulting with a certified financial planner.
Whether you’re planning for your family, future vacations, or working to get out of debt, this video will show you how to take control of your financial future.
🔑 Keywords
AI wealth planner, financial planning, personal finance, FinStream, free financial plan, money management, certified financial planner, budgeting tools, financial goals, debt management
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🎥 Video Chapters
0:00 — How Much Should You Save? Financial Planning Basics
0:16 — Introducing the AI Wealth Planner Tool
0:46 — Why Everyone Needs a Personal Financial Roadmap
1:16 — How to Get Started & Next Steps for Your Finances
🙏 Special Thanks
Thanks to Bob Powell and Dr. Preston Cherry for their insights.
Developed by the FinStream team.
🎵 Music from the YouTube Audio Library.
⚠️ Disclaimer
This video is not sponsored. Always consult with a certified financial planner for personalized financial advice.
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