Sedona Arizona

Ep 46: Financial Planning and Our Approach: Preparing for the Next 30 Years

Show Description

In Episode 46 of the Financial Purpose Podcast, host Dale Shafer II, CFP, dives into the essentials of long-term financial planning. Dale explores how your planning today shapes your financial future 30 years from now. He provides an in-depth explanation of key financial concepts using a financial planning overview with the Elements financial health monitoring tool and clients Sam and Sally. Join us for a comprehensive guide to creating a robust financial strategy that stands the test of time.

Our approach

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