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
-
2:26:45
Laura Loomer
7 hours agoEP56: Democrats in Fetal Position as Trump Keeps Stacking W's
34.6K54 -
1:31:24
The Anthony Rogers Show
15 hours agoEpisode 225 - JT Barnett (Producer of Tiger King)
34.6K -
31:30
Degenerate Plays
1 day agoThe True American Sniper Is At Half-Mast - Call Of Duty Modern Warfare Remastered : Part 10
33.6K1 -
2:24:27
WeAreChange
6 hours agoTrump Has A Clear Path To Victory But It's A TRAP...
50.9K39 -
2:02:43
Kim Iversen
7 hours agoAzov Battalion Enacted a Silent Coup in Ukraine | Jack Posobiec: The Secret History Of Communist Revolutions
60K123 -
1:43:19
The Nima Yamini Show
6 hours agoMilo Yiannopoulos X Nima Yamini
40.3K40 -
2:11:25
Robert Gouveia
11 hours agoJack Smith in DANGER; Bragg's BIG Sentencing PROBLEM; Classified Docs DISMISSAL Fight
70.6K75 -
59:41
The StoneZONE with Roger Stone
14 hours agoKash Patel Joins Roger Stone To Talk About The Best Week In Donald Trump's Life | The StoneZONE
47.7K35 -
56:42
Edge of Wonder
11 hours agoIs Japan’s “Atlantis” Yonaguni Monument Man-Made? New Evidence Emerges
41.2K13 -
15:00
CarbonTV
19 days agoDECIVILIZED - CAMP LIFE
48.1K18