Best of Talking Money: What is Your Financial Plan?
Highlights from show aired December 19, 2020
Scott Clark, CFP®, CKA®, joins Mike to discuss the Everyday Steward division of Ronald Blue Trust. They discuss the importance of having a financial plan, having your estate in order, and making sure you are truly diversified in your investments.
A special offer for our listeners! For $500 you can get a professional financial plan overview for yourself or to give as a gift!
Scott and his team will help you answer five major questions:
This offer will include one hour of planning by Scott and his team, one hour meeting with Scott to discuss the plan they have drafted, and a binder with the plan all printed out for you.
Two books will also come with the plan: Your Money Made Simple and Your Life Well Spent, both by Russ Crosson, the chief mission officer of Ronald Blue Trust.
To begin the process, you simply need to request a questionnaire. You will have no obligation until you return the questionnaire and you agree to engage us.
For more information, please email mike@talkingmoneyradio.com or scott.clark@ronblue.com, or you may call Scott at 864-335-6744 or the Greenville office at 800-588-7526.
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