This episode breaks down the importance of financial planning and our seven step process.1:45 - Our goal2:15 - Getting to know Jay3:05 - Getting to know Dan5:00 - Importance of Financial Planning5:58 - 7 Step Financial Planning Process10:30 - The COVID effect on a Financial Plan15:05 -Next Week's Episode

Our goal2:15 - Getting to know Jay3:05 - Getting to know Dan5:00 - Importance of Financial Planning5:58 - 7 Step Financial Planning Process10:30 - The COVID effect on a Financial Plan15:05 -Next Week's Episode

Ten Ways To Use Your Tax Refund

A show designed to give you financial tips and hints to build yourself a better future. Teaching you financial literacy skills by diving into financial planning strategies and sharing our experiences in the industry along the way.