The Order Of Operations To Get Your Financial House In Order
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
December 19, 2022
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
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