Coffee Talk: Why a Financial Plan?

by | September 10, 2020 | Coffee Talks | 1 comment

Why build a financial plan, anyway? What does Painted Porch do, beyond just investing assets in the market? And isn’t a financial plan just a way to “corral” me into becoming a client?

In our inaugural Coffee Talk, Brian and Meg discuss the empowerment that proper financial planning delivers, how we help our community define and achieve “success”, and how we want to demystify and democratize the financial services industry.


1 Comment

  1. Rick Danchuk

    Well done!


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