The Financial Planning Timeline…in 90 Seconds (sort of!)

Unfortunately, the "financial planning process" has the unintended consequence of rushing YOU (and the financial planner) through the most important steps of the process in an effort to get the planner paid the quickest.  See how in "The Financial Planning Timeline in 90 Seconds."

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I’m a speaker, author, Head of Wealth Management for Triad Financial Advisors. Connect with me on Twitter and LinkedIn.

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