Summit Live: Session 9
Things We Wish We Did Sooner…
Part of the planning process with clients at Summit Financial Partners is to take a look at their past so there is a better idea of how they got to where they are today. Whether good or bad, learning from our past helps us make better decisions going forward. Mike and Jennifer decided they would go through a bit of their past and talk about some of the things they might have done differently if they were given the chance.
We know the finance world can be confusing sometimes. We want to be able to share some valuable information with you.
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