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