Money Mondays; The Financial Planning Process [AUDIO]

This week on Money Mondays with James Schmitz from Laraway Financial we talked about the Financial Planning Process.  The topic includes a look at each client's current situation, risk tolerance, retirement income needs, retirement budget projections, protection & estate planning and additional needs to fund.  Listen to the conversation below.

Money Mondays airs from 8:40-8:50am Mondays.  I talk with one of the following guests each week;  Steve Laraway, Chris Wayne or James Schmitz.