Deliberate Money Moves Podcast

What is Financial Planning?

Dec 28, 2023

Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It’s because we professionals use these terms differently – we mean different things. Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Bay Area Financial Planner, I’m dedicated to helping you live your Best Financial Life!

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Prefer to read rather than listen? Pair this podcast with our Blog: What is Financial Planning?