Many people save, invest, and pay off debt, but still wonder: Am I actually on the right track?
In this video, financial advisor Josh Duncan walks you through a clear, 5-step process to build
your personal financial roadmap—a plan that turns your values into meaningful progress
toward financial freedom and personal significance. By the end, you’ll know how to make your
money work for you, not the other way around.

Want to achieve financial freedom for personal significance? Work with us at https://
www.f5fp.com.

At F5 Financial Planning, we help individuals and families align their finances with
what matters most so they can live lives of Freedom and Significance.

We are a fee-only, fiduciary financial planning and investment management firm,
meaning we don’t earn commissions or sell products — our only commitment is to
our clients’ best interests.

We provide comprehensive financial planning, investment management, tax-efficient
strategies, and retirement planning for families, corporate executives, and
entrepreneurs.

Our team serves clients nationwide through virtual meetings and from offices in
Illinois, Georgia and Florida.

At F5, our goal is simple: to help you gain confidence, clarity, and control over your
financial future so you can focus on the people and passions that matter most.

Visit https://www.f5fp.com to learn more about our services and planning process.

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Advisory services are offered through F5 Financial Planning, LLC, an SEC-
registered investment adviser. This content is for educational and informational
purposes only and should not be considered personalized financial, investment, tax,
or legal advice.

Viewing these videos does not create an advisory relationship with F5 Financial.

All investments involve risk, including possible loss of principal.

For guidance specific to your situation, please consult a qualified professional.