So you finally brought a financial plan together and think everything will be smooth sailing here on out, but reality is things change and it is important to constantly monitor your plan. No one knows this better than Dr. Preston Cherry, our guest for today.
Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a financial planning firm that serves households and business owners across generational lines. Now he wants to help you achieve your financial goals because at the end of the day it should be your life leading your money and not the other way around.
So what are you waiting for? Make sure to listen to today’s episode and learn how to properly monitor your plan.
>> Preston’s background
>> How preston goes about the monitoring process with his clients
>> The fields of money
>> Why Preston thinks this step is often overlooked
>> Preston’s tips for you
Connect with Preston
>> Website (https://bit.ly/2ZfvQ48)
>> Twitter (https://bit.ly/2XH1gjz)
>> LinkedIn (https://bit.ly/3b7n2Qz)
If you loved this episode, you have to listen to these episodes as well:
>> The Power of Taking Control of your Finances with Naseema McElroy (https://apple.co/3CdKdoj)
>> How to Be a Champion in Finance with Lauryn Williams (https://apple.co/3m8dDyw)
>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa)
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Want to chat with a fee-only financial planner? Shoot me an email at email@example.com Can’t wait to meet you.