The Financial Pyramid-Risk Management June 5, 2023 Jeffrey A. Drayton, CFP®, CDFA®, EA In creating your Financial Plan, what is the step in building wealth that goes even before putting together that “perfect” investment portfolio? On your road to building wealth, one critical element is to create a plan to protect you from those things that can potentially make you…really poor. Check out this week’s vlog, “The Financial Pyramid-Risk Management,” to learn more.