In this podcast we breakdown the TechGirl Financial Planning Process and how we work with clients to develop their own customized financial roadmap and the investment strategy to support it. In our conversation we’ll share the steps we take and the reasons why we think of it as a journey.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies.
Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
