The Right Size Financial Plan [Episode 108]
The Perfect RIA - En podcast av Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi
