Feb 9, 2022
Welcome to the Financial Focus Series! In the next several episodes you will hear co-hosts Melissa and Kerri and guest experts discuss some important topics relating to money. This week we talk financial planning with guest expert Jala Eaton. Did you know that a lawyer should be part of you financial planning team? Your financial plan likely cannot be executed without some key documents being created. Listen in to find out what some of those documents are so you can take your next steps to financial fortitude!
Resources:
Assembling your financial A Team
Knowing when to hire a financial advisor
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Thank you for listening! We tips our to you!