--- title: Bringing the Portfolio and Financial Plan Together description: Join Andy Michael, Matt Parks, and Dennis Carter as they discuss strategies to align your portfolio with your financial plan in today's high equity and interest rate environment. image: https://sevenspringswealth.com/hubfs/SSWG_Blog_Bringing-the-Portfolio-Together_Featured-Image.png --- [Skip to main content](https://sevenspringswealth.com/insights/bringing-the-portfolio-and-financial-plan-together#main) - - - - - [tel:+16153701253](tel:+16153701253) - [→ CLIENT ACCESS](https://sevenspringswealth.com/client-access) [![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Negative.svg) ![SSWG_Primary-Logo_Color](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Color.svg) ![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Negative.svg) ![SSWG_Primary-Logo_Color](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Color.svg) ](https://sevenspringswealth.com) - Show submenu for ABOUT ABOUT - [About Us](https://sevenspringswealth.com/about) - [Our Team](https://sevenspringswealth.com/our-team) - [Testimonials](https://sevenspringswealth.com/testimonials) - [C.O.U.R.S.E. 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Nothing contained herein should be construed as individualized advice and is for informational purposes only. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client's investment portfolio. Past performance is no guarantee of future performance. Seven Springs Wealth Group is an investment adviser registered with the US Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. For a complete discussion of Seven Spring Wealth Group’s services and fees, you should carefully review the firm’s disclosure brochure available at [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/) ![Andy Michael, CFA](https://sevenspringswealth.com/hs-fs/hubfs/SSWG_Headshot_Andy-Michael_Square.png?width=50&height=50&name=SSWG_Headshot_Andy-Michael_Square.png) by [Andy Michael, CFA](https://sevenspringswealth.com/insights/author/andy-michael) March 6, 2024 #### Related Articles ##### [![Market Evolution](https://sevenspringswealth.com/hs-fs/hubfs/Market%20Evolution%20Our%20Perspective%20on%20what%20may%20or%20may%20not%20be%20%E2%80%9Cdifferent%20this%20time.%E2%80%9D%20%281%29.png?width=520&height=294&name=Market%20Evolution%20Our%20Perspective%20on%20what%20may%20or%20may%20not%20be%20%E2%80%9Cdifferent%20this%20time.%E2%80%9D%20%281%29.png) July 13, 2026 Market Evolution](https://sevenspringswealth.com/insights/market-evolution) ##### [![Q3 2026 Market Update: Positioning Your Portfolio for What's Next](https://sevenspringswealth.com/hs-fs/hubfs/Q3%202026.png?width=520&height=294&name=Q3%202026.png) July 10, 2026 Q3 2026 Market Update: Positioning Your Portfolio for What's Next](https://sevenspringswealth.com/insights/q3-2026-market-update-positioning-your-portfolio-for-whats-next) ##### [![Q2 2026 Market Update: Positioning Your Portfolio for What's Next](https://sevenspringswealth.com/hs-fs/hubfs/Q1%202026%20%281%29.png?width=520&height=294&name=Q1%202026%20%281%29.png) April 8, 2026 Q2 2026 Market Update: Positioning Your Portfolio for What's Next](https://sevenspringswealth.com/insights/q2-2026-market-update) ### Subscribe ###### Authors & Topics - [Investing](https://sevenspringswealth.com/insights/tag/investing) - [Andy Michael](https://sevenspringswealth.com/insights/tag/andy-michael) - [Market Updates](https://sevenspringswealth.com/insights/tag/market-updates) - [Insights](https://sevenspringswealth.com/insights/tag/insights) - [Financial Planning](https://sevenspringswealth.com/insights/tag/financial-planning) [![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/SSWG_Primary-Logo_Negative.svg) ](https://sevenspringswealth.com) ###### Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments, including private investments, may be speculative, involve a high degree of risk, typically require a minimum investment, and may only be offered to qualified investors through offering memorandums. 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A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among other things, SSWG’s business practices, services, and fees, is available on the SEC’s website at [adviserinfo.sec.gov](https://adviserinfo.sec.gov/) or FINRA's BrokerCheck website at [brokercheck.finra.org.](https://brokercheck.finra.org/) ©2026 Seven Springs Wealth Group, LLC. - [ABOUT](https://sevenspringswealth.com/about) - [SERVICES](https://sevenspringswealth.com/services) - [INSIGHTS](https://sevenspringswealth.com/insights) - [CONTACT US](https://sevenspringswealth.com/contact-us) [ADV Part 2A](https://sevenspringswealth.com/hubfs/Seven%20Springs%20Wealth%20Group%20ADV%20Part%202A%20Brochure-1.pdf)  |  [Form CRS](https://sevenspringswealth.com/hubfs/Compliance-Documents/SSWG_Client-Relationship-Summary_11.1.2024.pdf)  |  [Privacy Policy](https://sevenspringswealth.com/privacy-policy)  |  [Terms of Service](https://sevenspringswealth.com/terms-of-service) 200 Powell Place, Suite 215, Brentwood, TN  |  [(615) 370-1253](tel:+16153701253) - [* * ](https://www.linkedin.com/company/sevenspringswealthgroupllc) - [* * ](https://www.facebook.com/Sevenspringswealthgroup/) - [* * ](https://www.instagram.com/sevenspringswealthgroup/) - [* * ](https://www.youtube.com/@sevenspringswealthgroup) ![](https://px.ads.linkedin.com/collect/?pid=7020852&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Andy Michael, CFA", "url" : "https://sevenspringswealth.com/insights/author/andy-michael" }, "dateModified" : "2025-02-11T14:57:27.294Z", "datePublished" : "2024-03-06T18:15:00.000Z", "headline" : "Bringing the Portfolio and Financial Plan Together", "image" : [ "https://sevenspringswealth.com/hubfs/SSWG_Blog_Bringing-the-Portfolio-Together_Featured-Image.png" ], "mainEntityOfPage" : { "@id" : "https://sevenspringswealth.com/insights/bringing-the-portfolio-and-financial-plan-together", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://sevenspringswealth.com/hubfs/SSWG_Primary-Logo_Color.png" }, "name" : "Seven Springs Wealth Group" } } ```