20 min
REPLAY - What is Financial Planning? Deliberate Money Moves
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- Self-Improvement
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
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
20 min