Everyone wants clear and trusted guidance when it comes to creating a smart financial plan that is designed to work with your future goals.
Where do you start? Well, look no further!
In this episode, Beth and Matt Blecker talk about the process of becoming a client at Eastern Planning and how they determine a personalized financial plan for their clients.
Beth and Matt discuss:
- What to expect during your first contact with Eastern Planning
- What is involved during their first three appointments
- How they determine the type of financial support a clients needs
- How they stay connected to their clients while hosting fun events
- And more
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