Close
517-321-4832

SRB Process

Ktf S3e11 Youtube Thumbnail

S3E11 – Strategic Reliable Blueprint – Obstacles Meeting

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S3E11.mp3Podcast: Play in new window | DownloadEpisode Overview In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint” and how to effectively identify and tackle obstacles in planning. The episode uncovers the importance of recognizing unseen solutions, re-envisioning goals […]

Read More
Step Seven Build

Step Seven – Build

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_56.mp3Podcast: Play in new window | DownloadThis is the truly exciting step in your financial plan – You start to build your processes and portfolio to support your dreams and overcome your obstacles. This is when the action starts to happen. Join Dave and Nick as they discuss Step Six […]

Read More
Step Six Strategy

Step Six – Strategy

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_55.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success This is the step where we actually start to build solutions and recommendations for the client. This isn’t us making recommendations from on high, […]

Read More
Step Five Organization

Step Five – Organization

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_54.mp3Podcast: Play in new window | DownloadAmy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube HERE If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. […]

Read More
Step Four Obstacles

Step Four – Obstacles

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_53.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you are just joining us now, please go back and listen to the first 3 steps so you are all caught up. Our FIT Meeting […]

Read More
Step Three Vision

Step Three – Vision

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_51.mp3Podcast: Play in new window | DownloadVISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If you’d prefer to watch the video, check it out here. If you missed our previous episodes on Step 1- The FIT meeting or Step […]

Read More
Step Two The Foundation Meeting

Step Two – The Foundation Meeting

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]

Read More
Episode 49 Our Fit Meeting Process

Our FIT Meeting Process

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_49.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If you prefer to watch this episode click here for the video. We walk every client through our process and it starts with a FIT […]

Read More