Peak Financial Planning - The Experience of Working With a Financial Planner From A to Z

FREE WEBINAR: "The Secret Retirement Plan Big Finance Doesn't Want You To Know About":
https://app.thepeakfp.com/ret-vsl

Want to schedule a consultation? Click here:
http://calendly.com/peakfp/meet

Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

Additional Resources:
Schedule a meeting with Eric
https://calendly.com/peakfp/meet

00:00 Introduction
01:06 About Eric
06:39 About Peak Financial Planning
08:32 Financial Planning Software - AdvicePay
09:02 Financial Planning Software - RightCapital
10:05 Custodial Relationship w/ Charles Schwab
11:33 Financial Planning Process Part 1 - Onboarding (the first 3 months)
15:00 Financial Planning Process Part 2 - Implementation (the next 9 months)
15:22 What does it cost to work with Peak Financial Planning?
19:07 How do you verify what I am saying is true?
21:49 Learn more about working with Peak Financial Planning