2min chapter

WTF Gym Talk cover image

CPA and Financial Planning Firm For Microgym Owners w/ FitCFO

WTF Gym Talk

CHAPTER

What's the Difference Between a CFP and a Wealth Management?

This year and next year, we need a maybe pump up net income to get our house at a very fair favorable rate. And then after that, maybe we need two or three years to start saving some money on some tax bills. So it's not just a one time strategy in you're done. It's every year that you're looking at that. Now, the thing that's really interesting about your shop is you've also obviously brought in what shawn's background is, is in the wealth management of certified financial planter. And you've brought that in house too, with fit wealth advisers,. And i was even going to head, i was looking at a even a your scheduling

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