top of page
  • Eric Burkholder

What does "Financial Planning" Really Mean?"

Every financial advisor talks about having a financial plan, but what does that really mean? And what should be included in a financial plan? Jordan and Eric talk about what financial planning really means and how BWM implements financial planning for their clients. Spoiler: it is NOT a 50-page document you lock away in a filing cabinet.

14 views0 comments
bottom of page