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Strategic Reliable Blueprint

Should I Hire A Financial Advisor

Should I Hire a Financial Advisor?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_70.mp3Podcast: Play in new window | DownloadShould You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about who should hire a financial planner and when. The need for a financial advisor will vary throughout your life. Financial planners are key when […]

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Key Elements Of Financial Planning

Key Elements of Financial Planning

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_60.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. Some of the nitty-gritty decision-making things that make a successful […]

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Step Seven Build

Step Seven – Build

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Step Six Strategy

Step Six – Strategy

https://media.blubrry.com/kitchen_table_finance/p/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, […]

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Step Five Organization

Step Five – Organization

https://media.blubrry.com/kitchen_table_finance/p/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. If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. Our FIT Meeting Process […]

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Step Four Obstacles

Step Four – Obstacles

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Step Three Vision

Step Three – Vision

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Step Two The Foundation Meeting

Step Two – The Foundation Meeting

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Episode 49 Our Fit Meeting Process

Our FIT Meeting Process

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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