Answer five questions to uncover your financial story
Автор: Nick Davis, CFP®
Загружено: 2024-10-03
Просмотров: 1085
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In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the big picture. Let's talk about why understanding your goals, values, and mindset is pivotal in creating a plan that truly resonates with your life.
Watch this video for the full playbook on how to retire in five years: • FULL GUIDE: How To Retire In The Next Five...
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We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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Website: https://www.brindleandbay.com/
Phone: (214) 988-9178
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