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Simplify Financial Planning With Elements with Dale Shafer

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Content provided by Elements Technology, Inc. and Reese Harper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Reese Harper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients financial clarity.

  continue reading

189 episoade

Artwork
iconDistribuie
 
Manage episode 407147877 series 3558245
Content provided by Elements Technology, Inc. and Reese Harper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Reese Harper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients financial clarity.

  continue reading

189 episoade

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