
Friday Jun 16, 2023
Why Women Need A Financial Plan
This episode details the reasons why women need a financial plan. Topics discussed include: What is a financial plan, what does financial planning look like, when and how to begin financial planning. A review of the financial planning process and how to select a planner to work with. Also, the myths surrounding financial planning are discussed.
To begin the process schedule a complimentary consultation to determine if there is synergy for us to work together.
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1 years ago
I really enjoyed this episode! You simplified the process in a way that anyone can grasp. This will certainly help my college aged daughters get started in planning for their futures!