We Make Money Fun
We Make Money Fun
Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay
Bart Wensink & Lori Durham-Wensink
17 minutes Posted May 9, 2023 at 2:30 pm.
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17:07
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Show notes
There are several advantages to getting started with financial planning early and focusing
on it with a financial expert. However, we all always have questions about this issue.
Today, Shanna Tingom of Heritage Financial Strategies and her two clients, Bart and
Lori, are talking about the importance of early financial planning with a financial expert,
and this podcast leads to Shanna, Bart, and Lori talking about how their relationships
developed in the past through consultation on financial planning.
Bart and Lori believe that the sooner you can start financial planning, the better, and of
course, you can increase the possibility of getting a great impact on your savings. Also,
they mention that experts can help you with your financial plan and reduce your confusion
about your future finances, and Bart and Lori point out their experiences.
If you need to talk about your future financial plan with an expert, reach out to Shanna
and her team at Heritage Financial Strategies here to schedule a consultation.