Sign up to save your podcasts
Or
Share Episode 4 – What is the RICH® Planning Experience?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 4 – What is the RICH® Planning Experience?
Life goals and financial goals are intertwined. It’s rare to have one without the other. That’s why Russell Jacobs, of Jacobs Coolidge & Company LLC, starts every new client relationship with the RICH® Planning Experience: a holistic approach to financial planning. The RICH® Planning Experience is a four-step discovery process: relate, inspire, compose, and hold … Continue reading Episode 4 – What is the RICH® Planning Experience? →
View all episodes
By Carl Coolidge and Russell JacobsLife goals and financial goals are intertwined. It’s rare to have one without the other. That’s why Russell Jacobs, of Jacobs Coolidge & Company LLC, starts every new client relationship with the RICH® Planning Experience: a holistic approach to financial planning. The RICH® Planning Experience is a four-step discovery process: relate, inspire, compose, and hold … Continue reading Episode 4 – What is the RICH® Planning Experience? →