Money Mechanics – In this engaging podcast episode for Money Mechanics, two Registered Life Planner® designees, host Scott Malcolm and Amanda Pond discuss the value of understanding your client’s goals and letting them be the driving factor of a fianncial plan. Amanda shares that she believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick to. Credit: Scott Malcolm & Amanda Pond – https://omny.fm/shows/moneymechanics/unpacking-finanical-life-planning-with-amanda-pond
Life Planning in the News
Unpacking Financial Life Planning with Amanda Pond
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