May 12, 2020

What is a financial plan and why do I need one? with Patrick Sherman

What is a financial plan and why do I need one? with Patrick Sherman
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Season 1

It today's episode, we talk about financial planning and why investment management is only one component of a sound financial plan.

To reach Patrick Sherman, please email Patrick@parallelfinancial.com

To reach David Chudyk, please CLICK HERE

DON'T FORGET TO CHECK OUT WWW.WEEKLYWEALTHPODCAST.COM

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