Broker Check

Financial Planning Video Series--Part 1: Why Do We Plan?

May 02, 2022

Financial planning seems to be a difficult concept for a significant amount of folks to wrap their minds around, not to mention how mundane it can feel. As such, we wanted to create a video series to help make the concept more accessible, while having a little fun in the process. As with any endeavor, the fuel that motivates you, and sustains your motivation, is the reason for which you are doing it—that is where we start with this video.