Jul 19, 2021
Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.
Jeff and Cathi discuss National Give Something Away Day. Don't forget to tell us about your favorite financial book by commenting to our July 15th Facebook post. You could win a copy of Susan B. Turnbull's "The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will" or a Something More with Chris Boyd coffee mug!