Billy Crafton, San Diego, Financial Advisor

  These principles govern every decision I make, whether choosing an investment manager, thinking about tax strategy, or working with my family to create objectives for the coming year. Let's look at them more closely now, according to Billy Crafton from San Diego . ·          Take hold of the situation and get started straight away. As a Wealth Strategist, you must create a set of values that will serve as the cornerstone for future wealth management planning within the Strategic Wealth Management Framework. You learn about your family's finances, existing assets, spending habits, projected rates of return, and present estate plans. You also decide how to establish long-term family and financial goals such that they are linked and mutually beneficial. You cannot progress in wealth management without adhering to this basic guideline.   ·          Align your family's and company's interests around wealth-building objectives and strategies. It's vital to ens