The importance of long-range financial planning

 

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.

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caa is an integrated media company that connects the dots in the markets it covers, providing business intelligence to businesses, executives, investors, and entrepreneurs across its digital and print platforms. It produces annual economic reports and engaging content on important US metro regions, while forging strategic connections through its conferences and events.