Episode Details
Back to EpisodesSELECTING YOUR DREAM TEAM: Who You Need to Fill Out Your Financial Team
Description
Drawing inspiration from Proverbs 15:22, we dissect the key players necessary for a well-rounded financial strategy. From financial advisors and accountants to estate planning attorneys and specialist experts, we uncover the roles that contribute to a victorious financial game. Tune in to learn how to customize your dream team to your goals, ensuring a seamless collaboration that leads to financial triumph.
OTHER CONTENT YOU MAY LIKE:
👉 What is a Certified Kingdom Advisor?
👉 MARKET UPDATE: August 2023
👉 Is My Financial Advisor Doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor
👉 5 Money Habits Kids Need to Know
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
👉 Click here for a FREE consultation with Mark!
OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions?
Email us at info@clearvistafinancial.com or visit our website https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN