When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2019/03/27/episode-3-audits-dont-need-to-be-scary/"> Read More Read More</a>

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the … Read More Read More

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the … <a href="https://thetruthaboutwealth.blubrry.net/2019/03/27/episode-3-audits-dont-need-to-be-scary/" rel="noopener noreferrer"> Read More Read More</a>

Episode 3 – Audits Don’t Need to Be Scary

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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Episode 3 – Audits Don’t Need to Be Scary

Episode 3 – Audits Don’t Need to Be Scary