Dollars & Sense with a couple of gents

Financial Planning - Consider the Contingencies

September 09, 2021 Ellis Financial Group
Dollars & Sense with a couple of gents
Financial Planning - Consider the Contingencies
Show Notes

Wealth Advisors Stephen Ellis and Robert Wolfson take a deeper look into the financial planning process and discuss contingency items which you may want to plan for.  Your plan should be an accurate reflection of your life but if you were asked if that was the case, is there a chance you might say, " Yah but..."? You are not alone.  Let the Gents shed some light on addressing these contingencies in your plan.