Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today’s episode, Jamie gets into questions you need to ask yourself to fully understand whether you’re being true to yourself and putting your family first. She’ll also provide guidance on ways to involve your family in your plans, as well as why it’s important to have your family create their own goals
Building trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See MoreJust keep doing what you’re doing
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