The Financial Planning Data Gathering Process

During this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents.

If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.