Welcome to the Terminal Value Podcast
June 1, 2021

#38 Effective Financial Planning with Chad Wilardson

#38 Effective Financial Planning with Chad Wilardson

Doug and Chad spoke about the importance of financial planning for people of all income levels.

When building an effective financial plan, it is important to select the right partner. The best partners will tell you not just where to invest, but when to make decisions that will lower your costs that may result in less revenue for their practice. This is the true meaning of a 'fiduciary' relationship where the client's interests are placed first.

Learn more at https://pacificcapital.com/

Doug's business specializes in partnering with companies and non-profits to capture overhead cost savings without layoffs to fund growth and strengthen financial results.

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Schedule time with Doug to talk about your business at www.MeetDoug.Biz