Spoiler alert. We’re all human. And it’s hard to change when we’re so used to doing things a certain way for a long time. The easiest thing we can do is do nothing. Keep the job we don’t like. Keep the same advisor even though they haven’t talked to us in years. Keep our mouths shut whenever there is something bothering us. There are certain things like your financial plan that can be difficult to fix later because time is our biggest enemy. Join us while we talk about how you might be settling without even knowing it.
Take our short assessment to find out what you might be overlooking in your plan.
Test Your Financial IQ
Watch our 5 part video course on the Foundational Steps to Financial Balance
Watch the course now
Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time
Check out our social media channels
Facebook
LinkedIn
YouTube