Navigating the World of Financial Planners: How to Find a Tech-Savvy Partner

0 Views· 06/24/23
Honest Money
Honest Money
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Today Warren Ingram invites repeat guest, Rory Brachner, Founder & MD at DoshGuide speak about the world of financial planning through technology. Learn how DoshGuide can help you reach financial freedom through planning a framework, understanding your goals and being transparent- advice without the fluff. <br/><br/>Questions/ Topics: What does the financial advice process look like, where do you start?The framework of financial planningThe importance of research & discoveryWhat does holistic financial planning mean?Why transparency is keyLeaders at Play
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