Connect with us

Financial Podcasts

Proper Prior Planning Prevents Poor Performance

Published

As Esther Szabo likes to say, proper prior planning prevents poor performance.

In today’s episode, Esther and Aric Johnson discuss the basis of Esther’s financial planning services at Gates Pass Advisors and how she helps clients build a solid financial foundation to ensure future success.

Esther explains why she digs deeper than just the numbers when creating financial plans, finding out what really matters to clients and what their personal goals are so she can make a unique plan that is just right for them.

Listen now to find out how asking yourself questions that aren’t only about your finances can help you build your financial plan on a solid foundation.

Related: The Advantages of Working with a Counselor Turned Financial Planner

Related: What Women Need to Know When Going Through Life Transitions

Continue Reading

Trending