Episode 76
What Is A Financial Plan?
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.