Do I Really Need a Financial Plan?

Do I Really Need a Financial Plan?

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Publish Date:
13 December, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

A recent conversation with a new client got me thinking: "What prevents us from taking these steps sooner?"

The answer is "Yes." This short video quickly outlines the importance behind having a personal plan and purpose behind your hard-earned money.

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David Caviness, CFP® on:
• LinkedIn: https://www.linkedin.com/in/dcaviness/
• Twitter: https://twitter.com/CavinessWealth
• Website: https://cavinesswealth.com/

Thanks for watching!

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