
AMR, 360 Financial Planning
DnQ_๐
51 min
Kids
Description
<p>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.ย </p> <p>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!</p>
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AMR, 360 Financial Planning
DnQ_๐