Episode 76

What Is A Financial Plan?

00:00:00
/
00:30:46

September 28th, 2022

30 mins 46 secs

Your Hosts

About this Episode

What exactly is a financial plan? The term gets thrown around a lot in our industry. Is it a 100 page document with charts and graphs? Is it just a bunch of projections? On today’s episode, Caleb and Jason talk about what a living, breathing financial plan should look like.