Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

What is Financial Planning? (Part 1)


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What is financial planning and what value can it bring to your life? In part one of this two-part episode, we'll break down the general financial planning principles and talk about insurance and investments. Through John's personal stories and client experiences, we will uncover the profound effects of understanding your net worth, having an "in case of emergency" toolkit, titling assets and beneficiaries, and more. Stay tuned as we talk about the transformative power of financial planning and learn about small but impactful adjustments that can significantly impact your financial future. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

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Middle Class Millionaire: Advisor Conversations with John Choi, CFP®By John Choi

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