¿Cómo es trabajar con un Financial Planner? (Parte 5)

En este episodio terminamos la serie "¿Cómo es trabajar con un Financial Planner?" donde te explico cómo aplico el proceso de planeación financiera en mi trabajo con clientes. El día de hoy: La parte 5 del proceso, que en pocas palabras se resumiría en: Implementar las recomendaciones y monitorear el plan. ¿Quieres más información sobre cómo trabajar conmigo? Visita: Inscríbete a mi boletín en Sígueme en Facebook.com/miguelgomezconsejero Sígueme en TikTok: No olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. ____________________________ Dinero en Español es una producción de Dinero Coaching, LLC _____________________________ Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest

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¿Cómo es trabajar con un Financial Planner? (Parte 5) is an episode from Dinero en Español - Finanzas, Emprendurismo y Motivación en tu idioma y sin complicaciones by Dinero Coaching, LLC.

This episode is 7:11 long.

This episode was published on Sep 13, 2024.

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