Episode 2 — Creating Your Financial Lifeline



As we go through life, we go through many transitions — and our money changes just as much as we do.

Today, Kris Dureau shares how he helps clients map out their life and transitions through financial lifelines. Kris discusses why financial lifelines are an important part of his overall planning process and how they can help you achieve your goals.

In this episode, you will learn:

  • What a financial lifeline is
  • Why having one is useful when planning for your future
  • The difference between a transition and a goal
  • Why all financial lifelines are not the same
  • And more!

Tune in now to learn about the financial lifeline and what it can bring to your financial future!

Resources:  Kris Dureau on LinkedIn