66- How a financial plan and planner can help you

In For A Penny - A podcast by In For A Penny: Personal finance simplified

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Marc & Josh discuss the benefits of annual planning meetings and how it demonstrates the role of a financial planner.What is the point of annual planning meetingsThe benefits of a financial planWhat happens during a planning meetingLinks:The Orchard PracticeCavendish ContentLeave a review!Support our show with a donation! Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for more information.