No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.
What are your unique financial goals?
In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.
Matthew, Brent, and Joshua discuss:
- An overview of services their company has to offer you
- The importance of laying out your goals before creating a financial plan
- Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
- What you need to bring to your first financial planning session
- And more
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