On this episode of the Trueface podcast, Robby is with Rich Woo. Rich helped form Catalyst Planning Partners, a firm focused on helping individuals and families protect and achieve their most important financial goals. Catalyst Planning Partners is focused on helping clients optimize, execute, and review their dynamic life and financial plan.
Rich is involved with TEDx Chicago, GRIP Outreach For Youth, and Breakthrough Ministries. He enjoys spending time with his wife, Hannah and son, Lyon, as well as golfing, traveling, and serving at his local church.
Rich’s mission is to love and serve God, family, friends, clients, as well as the multi-generations of people he will never see or meet and thereby make a profound impact on this world. Rich and his team will first help you articulate your objectives and then plan around those objectives using analysis, strategic thinking, insurance, and investments. The team will then consistently review your plan to make sure you stay on track. Rich specializes in working with business owners, executives, and families that are pre-retirees/retirees.
Watch: https://youtu.be/oL93nUHKhvE
Listen: https://www.buzzsprout.com/42863/13947126
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