Here’s an excerpt from a live webinar we did this week. During this presentation, we allowed the audience to determine the various inputs and assumptions for a fictitious couple's financial plan. If you're curious about how, exactly, a financial plan is created... this excerpt will give you a good idea. You can always reach out to us if you would like a live demonstration of how this would work for your personal planning needs.
Webinar Replay: Creating a Financial Plan in Real Time
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May 20, 2020