The Spend Life Well Show

SELECTING YOUR DREAM TEAM: Who You Need to Fill Out Your Financial Team

September 04, 2023 ClearVista Financial Season 3 Episode 32
The Spend Life Well Show
SELECTING YOUR DREAM TEAM: Who You Need to Fill Out Your Financial Team
Show Notes

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.

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Want to sit down with Mark for a FREE financial consultation? Set up a meeting online πŸ‘‰ https://calendly.com/marktrice

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