Creating a concrete vision is the anchor point of any strategic plan. It provides clarity to what you would ultimately like to achieve and gives direction to where you are heading as a company. At the end of 2021, we promised you that we would be sharing our visions for 2022 in the new year. So, in this episode, we will be verbalizing our plans and ideas for the coming 12 months.

Listen in as we explain why we want to bring a CPA into our practice in order to improve our tax planning advice and efforts. You will learn how we will make our clients' experience even better, how we plan to make our content more digestible so that our clients can truly understand their financial decisions, and our goals for this podcast.

What You'll Learn:

• Our visions for 2022.
• Why we want to bring in a CPA.
• How we plan on bettering our tax planning advice.
• The importance of helping our clients make their own decisions.
• How we will make our content more "snack-able" for 2022.
• How we plan to make our customer experience better.
• Our personal New Year's resolutions.

Ideas Worth Sharing:

• "[We] love the idea of empowering people to make their own financial decisions." – Fiat Wealth Management
• "Set personal boundaries for yourself." – Fiat Wealth Management
• "Every day is an opportunity for us to learn and do better." – Fiat Wealth Management