Financial planning seems daunting when you’re getting started, which is the main reason why so many people never get started. Donna and Nathan are here to help you overcome that barrier with a step-by-step tutorial on how to prepare for a successful financial planning engagement.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 11/22/2022See omnystudio.com/listener for privacy information.