Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the third session we held, the first one is here, and the second one here.
At Toberman Wealth, we put financial planning first. To many people, this may sound like a boilerplate statement leveraged for marketing purposes. After all, what financial advisor wouldn’t prioritize financial planning with their clients?
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.