Plan With The Tax Man

What Makes Our Financial Planning Process Unique?

Informações:

Sinopsis

Every firm has distinct principles that guide its approach to financial planning. In this episode, we take you behind the scenes to explore the core values and unique processes that set our firm apart. We’ll walk you through how we get to know our clients on a deeper level, create personalized financial strategies, and how our approach redefines what it means to have a successful financial planning experience.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: This week on the podcast, we're going to talk about what makes Tony's process and the team's process unique at Tax Doctor, Inc. Let's talk about that this week here on Plan With The Tax Man.   Hey, everybody, welcome in to the podcast. Thanks for hanging out with Tony and I for a few minutes, as we talk investing, finance, and retirement. On this episode, we're going to maybe walk behind the scenes just a little bit, talk some core values, things of that nature, on what Tony and his te