Figlo Financial Planning
Figlo brings personal finance into a new perspective, based on four easy steps: have, want, need and do – Hawanedo. By using financial cards, products are standardized and visualized in a credit card format. Figlo applications are easily adjustable to fit the cultural aspects and local regulations & legislation of the many different local markets. All Figlo products are designed the same way and are for both advisor and consumer usage.
TimMaurer is a financial planner, educator and author in Baltimore, Maryland. He also tends to be a little verbose. So I challenged him to attempt to sum up a host of complex personal finance topics in 90 seconds or less with nothing more than a magic marker and a sense of humor. In this video he explains the financial planning process as outlined by the CFP Board of Standards.
Video Rating: 5 / 5
