Starting a Financial Plan With Chad Henson (Part II)

Paul and Chad continue the conversation about what a financial plan is and how you can get the process started. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why it’s important to have someone who knows your goals and your financial situation and can help you avoid any pitfalls as your needs change. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.