Dollars & Sense with a couple of gents

Introduction to Lifestyle Planning

August 04, 2020 Ellis Financial Group
Dollars & Sense with a couple of gents
Introduction to Lifestyle Planning
Show Notes

Wealth Advisors Stephen Ellis and Robert Wolfson introduce the concept of Lifestyle Planning. They provide some perspective on what it is and how to get started with the process.They discuss how it is both different from and complimentary to a "traditional" financial plan.