Join Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland as they delve into the intricacies of financial planning. Discover how understanding your current financial position, setting goals, and crafting a strategic plan can guide you to financial success. Learn about the importance of data accuracy, the role of investments, and the behavioral aspects of financial planning.

Key Points:

• Introduction to financial planning: Understanding where you are and where you want to go.
• The financial planning process: Gathering data, setting goals, and crafting a plan. Importance of accurate data and regular check-ins.
• Behavioral aspects: Understanding clients' relationships with money.
• Tax and legacy planning: Aligning strategies with long-term goals.
• How to get started with Resilient Wealth Planning.

Visit our website at https://www.resilientplanning.com/ to learn more. To schedule a discovery meeting and explore how financial planning can benefit you- CLICK HERE

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Next Episode Teaser: Stay tuned for our next episode where we dive deeper into our investment selection process and how it alignswith your financial plan.

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