upcarta
Sign In
Sign Up
Explore
Search
Post
Rachael Camp, CFP®
@camp_wealth
·
Jun 3, 2023
From
Twitter
This is so cool. Great thread!
Tweet
Jun 3, 2023
A family's comprehensive financial plan can include more than 25 topic areas. With only 4 of them involving investments. Here is a list of the planning areas with descriptions (and examples) of each: ---Thread---
by
Cody Garrett, CFP®️
Post
Add to Collection
Mark as Completed
https://www.upcarta.com/posts/78261
Share on Twitter
Repost
Replies
Reply
No replies yet
