About this episode
Don't forget to email david@parallelfinancial.com visit www.weeklywealthpodcast.com/valuebuilderscore Instagram (88) The Weekly Wealth Podcast - YouTube In this episode, I share what my financial planning practice does to help clients succeed. I emphasize the importance of understanding each client's unique financial goals and needs. Financial planning is about more than just investments; it includes tax planning and risk management. I explain the seven-step financial planning process that guides my work with clients effectively. I highlight how accountability plays a key role in achieving financial goals for my clients. We discuss the importance of having accurate financial statements to make informed decisions. Mentioned in this episode: Inside the Mind of an Aquirer Weekly Wealth Website