The importance of long-range financial planning

The importance of long-range financial planning

2022-07-13T05:03:04-04:00July 26th, 2021|Invest:Insights, Invest:Insights Minneapolis, Video|

 

Effective long-range planning entails positioning oneself to be able to take advantage of unexpected opportunities or transcend challenges posed along the way. In her conversation with Invest:Insights, Sara Ausman, Twin Cities regional president for Alerus, spoke about how having a strong financial plan in place allows a person to navigate through turbulent times, like what has been experienced throughout the pandemic. She also spoke on how clients have looked to capitalize on the current market trends to achieve long-term financial objectives.