Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It's because we professionals use these terms differently – we mean different things.

Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Bay Area Financial Planner, I'm dedicated to helping you live your Best Financial Life!

Previously published on Jun 04, 2020