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Count On Podcast

Count On

Count On

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Risk Management

On this episode, Appaiah and Julia discuss risk management, an important aspect of financial planning.

Planning vs. Advising

Financial Planning Process

On this episode we will discuss the first 3 steps of the financial planning process with Appaiah and Julia.

Discover the next 4-7 steps of the financial planning process.