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Stacey Spedden-Irrgang and Kathy Armstrong Discuss the Critical Nature of Financial Planning in the Baltimore Business Journal

Start by asking, “What will my life look like in 20 years?”

The comprehensive financial planning process starts by understanding a client’s unique goals, objectives, lifestyle and long-term vision.

On the Baltimore Business Journal’s inaugural panel on Wealth Management, Kathy Armstrong and Stacey Spedden-Irrgang discussed the importance of developing a financial plan based on client’s own goals. They share why someone should review and update their financial plan at each major stage in life – from starting a career, to getting married, and having children.

Spedden-Irrgang also points out the misconception that comes from the term “wealth management” because everyone needs to plan for their future, not just those of a high net worth.

For more insight on comprehensive financial planning and to read the Baltimore Business Journal’s panel on Wealth Management, click here: Table of Experts