Welcome to this episode of Wisdom and Wealth. We are focusing in this year on our financial planning calendar and our process for clients. In today's episode I cover a question that comes up for alot of our clients. Namely: "how does additional income affect my financial plan?" "What do I need to consider and how do we need to tweak my plan?" Please listen in for more on how we seek to fufill our calling by enabling our clients to fulfill their own unique calling. 

Please feel free to like, and share this episode as well as subscribe to our channel!  

JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
 [email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

Music by bensound.com

Music by bensound.com