Here Are the Tools We Use To Help You Relax About Money

Today, Paul invites Evan onto the show to talk about how PWI is growing to help more people in the Murfreesboro area relax about money and what tools they use to help clients. It could be easy to think that financial planning only involves buying, selling, and managing the assets in a portfolio. Listen along as these two advisors talk about the many different parts of your financial life and how the systems and software can help you go from feeling overwhelmed to relaxing about money. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.