EPISODE · Feb 9, 2022 · 22 MIN
How to Get Financially Organized
from Reach Your Summit Podcast · host Summit Wealth Group
Don’t let getting (or trying to get) organized lead to more procrastination. Listen to hear how you on how you can get started with even the smallest step.Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator explain the importance of being finically organized. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
What this episode covers
Don’t let getting (or trying to get) organized lead to more procrastination. Listen to hear how you on how you can get started with even the smallest step. Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator explain the importance of being finically organized. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Ro...
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How to Get Financially Organized
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