Seven Financial Planning Stops to Put on Your Map to Financial Security

Creating a comprehensive plan is just the start, though. Checking in regularly to make sure you’re still on track is imperative.

A roadmap has multiple pins marking places of interest.
(Image credit: Getty Images)

In the world of financial planning, one size does not fit all. Every individual, couple or family has their own unique dreams, aspirations and financial circumstances. Yet, regardless of your financial situation, there are foundational elements that matter for everyone. These elements lay the groundwork for a secure financial future, ensuring that your financial plan is as unique as your life is.

Because I’m an adviser, friends and acquaintances ask for advice all the time when they find out what I do. People don’t like to talk about money or offer up specifics about their situation — and that’s okay. While diving deep in those conversations isn’t always an opportunity, it has shown me that with just a little information, I can offer foundational financial advice that applies to everyone despite their individual circumstances.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Michael E. Lewis II, CFP®, CLU®, ChFC®
Apollon Wealth Management

Michael E. Lewis II is a Wealth Management Advisor at Apollon, and has been in the financial services industry since 2011. He is driven by the privilege of helping his clients’ families and/or businesses achieve a successful and secure financial future, and ensuring they enjoy the journey along the way. Michael was born and raised in Charleston (yep, one of the remaining few). When not working, Michael can typically be found watching his three boys – Calib, Cullen, and Carter – playing various sports year-round. On the off chance they don’t have a game, you might find him trying to find his ball in the woods of one of the local golf courses.

With contributions from
  • Founding Partner and Chief Operating Officer, Apollon Wealth Management