I took the opportunity to go into NYC for a two day workshop to learn the latest features in the financial planning software I use, MoneyGuidePro.
The level of functionality and instant feedback this cloud based software offers is simply groundbreaking. You have questions, I have answers.
This has become a staple of mine over the years and now I begin every client conversation using this. Conversations are about whether or not you are moving closer or further from your financial goals. Sure, investing is still key to this. But your behavior and attitude about doing what you need to do regarding preparing for your financial future is too.
Take a walk with me around lower Manhattan. I'll show you a few urban sites and we'll talk shop.
And don't forget to smash that SUBSCRIBE BUTTON on my YouTube channel so you don't miss any of my new videos!