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Beyond Your Balance Sheet Episode Sixteen: The Intersection of Financial Planning and Life Goals

Steward Partners
64 subscribers
63 views 1 year ago
https://www.clovehitchadvisors.com/ - While we as advisors must analyze the data in your financial world, much of what we do focuses on emotions and behavior. We must ask relevant questions to help you uncover what you most want from your wealth. Life, after all, isn’t comprised of numbers, but of relationships, memories and passions. In this episode of Beyond Your Balance Sheet, Tom Sedoric (Partner, Executive Managing Director, and Wealth Manager at The Sedoric Group) and Casey Snyder, CFP® (Partner, Managing Director, and Wealth Manager at The Sedoric Group) discuss the personal elements of wealth management and how effective financial planning is part science, part art. Subscribe to our YouTube channel for more updates. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment d …...more
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Beyond Your Balance Sheet Episode Sixteen: The Intersection of Financial Planning and Life Goals
N/ALikes
63Views
2024Apr 18
https://www.clovehitchadvisors.com/ - While we as advisors must analyze the data in your financial world, much of what we do focuses on emotions and behavior. We must ask relevant questions to help you uncover what you most want from your wealth. Life, after all, isn’t comprised of numbers, but of relationships, memories and passions. In this episode of Beyond Your Balance Sheet, Tom Sedoric (Partner, Executive Managing Director, and Wealth Manager at The Sedoric Group) and Casey Snyder, CFP® (Partner, Managing Director, and Wealth Manager at The Sedoric Group) discuss the personal elements of wealth management and how effective financial planning is part science, part art. Subscribe to our YouTube channel for more updates. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of participants in this video and not necessarily those of Steward Partners Investment Services. Links are being provided for information purposes only. Steward Partners Investment Services is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Steward Partners Investment Services is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Adtrax #6525719.1

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Steward Partners

64 subscribers