Jonathan Millican

Jonathan Millican, CFP® featured in BBJ Table of Experts: Insight into Financial Planning

Prepared by Jonathan Millican

What would you say is the most important consideration when building your financial plan?
I believe it’s the answer to the question, “What does the future look like for me (and my spouse/family)?” The key to the answer is to consider both the qualitative and quantitative aspect, and really you (not an advisor) hold the answer to both parts.
Qualitatively, it is clarifying your short-term and long-term …  read more