EPISODE · Feb 9, 2022 · 32 MIN
Setting Financial Goals
from Reach Your Summit Podcast · host Summit Wealth Group
Do you have financial goals that you aim for? Great! If you don’t know what your goals are. That’s ok too, this goal-setting episode will help provide some clarity on where to start. Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator bring a variety of perspectives to the discussion. 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
Do you have financial goals that you aim for? Great! If you don’t know what your goals are. That’s ok too, this goal-setting episode will help provide some clarity on where to start. Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator bring a variety of perspectives to the discussion. Summit Wealth Group | Facebook | LinkedIn | YouTube | ...
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Setting Financial Goals
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