E3: Financial Planning Process

Episode 3 is ready for viewing!  We decided to record video as well as audio this go-around.  You can watch advisors Abrin CFP® & Tyler discuss the planning process and how we create “living” plans… meaning it is not a set it and forget it process, but one that adjusts overtime as everyday life changes your situation and financial goals.

 

You can subscribe to have episodes delivered straight to your device by clicking the links below:

Google Podcast
Apple Podcast
Spotify
YouTube Channel

DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security.