Does Financial Planning lead to wealth?
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In This Episode
In this edition of The Key To Retirement™, we’re going to talk about Financial Planning and answer the question of whether financial planning leads to wealth or does wealth lead to financial planning?
Bonus Evaluation Form
In today’s segment we’re going to include a bonus Financial Advisor Evaluation Form which will help you decided if your existing financial advisor is a financial planner or a financial sales person. This one form will clearly show you, in black and white, whether or not you currently have an expert able to help you put together a financial plan suited to your needs.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™. Visit us online at ironshield.ca to obtain our contact information, then simply call or email to book your free initial meeting.
In this Episode:
- Dropbox – This is a FREE online cloud based file storage system
- Apple Computer
- Financial Planning Standards Council – Find a Financial Planner
- Financial Advisor Evaluation Form – Click here to download the form mentioned in the podcast
Episode Mind Map
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