• REPLAY - What is Financial Planning?

  • 2023/12/28
  • 再生時間： 21 分
  • ポッドキャスト

REPLAY - What is Financial Planning?

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  • Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It’s because we professionals use these terms differently – we mean different things.

    Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Bay Area Financial Planner, I’m dedicated to helping you live your Best Financial Life!

    Previously published on Jun 04, 2020

     
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あらすじ・解説

Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It’s because we professionals use these terms differently – we mean different things.

Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Bay Area Financial Planner, I’m dedicated to helping you live your Best Financial Life!

Previously published on Jun 04, 2020

 
続きを読む 一部表示

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