The Investor Coaching Show with Paul Winkler
Business:Investing
So what actually happens when you work with a qualified financial planner? Today, Paul and his team explain the ins and outs of financial planning. Listen along to hear about what kind of education your planner has to have, what you should expect in the planning process, and what questions the advisor should help you think through. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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