Each time I think about Life Planning and how it’s helped me, I can’t help but smile.
I first heard about Financial Life Planning when I was relatively new to the finance industry and eager to become successful. I had such a strong desire to do well that I decided to look up some of the top producers within my company to see if they’d be willing to speak with me about their achievements.
About five calls into the process, I spoke with a planner who left me with a lasting impression. What stood out about this conversation was the planner’s conviction.