EPISODE · Dec 12, 2024 · 27 MIN
29. Building a Financial Plan with Doug Morton and Chip Kalousek
from Land & Everything Else · host Dr. Craig Lemoine & Ailie Elmore
How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference.Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it.PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosureConnect with us!Chip Kalousek on LinkedInDoug Morton on LinkedInSavant Wealth ManagementDr. Craig Lemoine on LinkedInAgriculture Focused Financial PlanningLand & Everything Else YouTube Channel
What this episode covers
How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the excit...
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29. Building a Financial Plan with Doug Morton and Chip Kalousek
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