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Unearthing goals, the importance of dual spousal participation in financial planning, and what great financial planning looks like
Manage episode 451014723 series 3577077
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Dan and Daniel discuss the ways we unearth goals during the financial planning process, and how the participation of both partners in a relationship is essential to that process. They wrap up on the topic of what great financial planning looks like, both in planning, but also in any professional relationship.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
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