Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
The One Page Financial Plan
Liker: We meet and present an analysis and a deliverable that is a financial plan, but i mentioned it previously, a one page consolidated visual of everything they have laid out. Clients seem to like it. So will well include a link out o kitis dot com. But really what we cell is hay lock. This is a snapshot in time. You know better than anybody else, your life is evolving every day, all the time. And the plan is actually the data in software that we can use playn the sand box model all these scenarios. That's really where we tryang close everything out, is saying, look, this is a living, breathing document you've
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