Real Financial Planning Explained in 20 Seconds | Jonathan Meaney
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YouTubeThe Wealth Transfer Podcast
Real Financial Planning Explained in 20 Seconds | Jonathan Meaney
Most people think “financial planning” just means picking investments — but that’s only a tiny piece. In this clip, Wealth Manager Jonathan Meaney, CFP® explains what real financial planning is: collecting your full financial picture — assets, liabilities, spending, goals — and building a plan that can be tracked, measured, and ...
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