MONEY 101: Introduction to Financial Planning
The Spend Life Well Show
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The Spend Life Well Show
MONEY 101: Introduction to Financial Planning
Oct 02, 2023 Season 3 Episode 36
ClearVista Financial

What is financial planning? It's a question that often leaves people puzzled. But fear not because we break it down for you in this episode. Financial planning isn't one-size-fits-all; it's about understanding your money habits and crafting a fluid plan to reach your unique goals. Our expert financial advisors define a working definition for financial planning, emphasize its benefits, and share common tools and financial goals. Tune in to discover how you can pave your own path to financial freedom, one step at a time.

πŸ‘‰ 7 Financial Habits to Incorporate into Your Life This Fall
πŸ‘‰ INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
πŸ‘‰ MARKET UPDATE: September 2023
πŸ‘‰ Retirement Saving Strategies from the Book of Proverbs
πŸ‘‰ SELECTING YOUR FINANCIAL DREAM TEAM: Who you Need to Fill Out Your Financial Team

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online πŸ‘‰


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