This week your hosts Ron and Elizabeth talk to clients Jess and Tom Besic about why they decided to go with a financial planner, what they expected and what was achieved through the process.  Jess and Tom are a young professional couple with one daughter and another child on the way. They had some idea about what they wanted to do financially but no time to do the research needed to feel confident in their decision-making.

They decided to get some expert advice and talk about how they selected a planner, overcoming the fear of stepping into the unknown and their relief once they understood the basics of holistic financial management and how much they could achieve by investing a small amount of time and money into the planning process.