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Education is changing. More families now pick homeschooling to teach their kids. While this way is unique and special, it also comes with new financial problems. Many homeschooling families look for expert help to solve these issues.
We use a well-tried financial planning process known as The CLIMB Process. But how does it all start? Usually, with a quick phone call.
Welcome to Your Investment Partners with Paul and Garrett! In this episode, we dive into the important topic of estate planning and document review.
Welcome back to our blog where we endeavor to untangle the world of finance for you. In today's post, we're going to introduce you to a unique approach to financial planning: the CLIMB Process, which has been honed over the years by Ascend Investment Partners. So, let's embark on our ascent up the mountain of financial planning.
In this solo episode, Garrett tackles the essential topic of retirement numbers and dives into the key figures you need to consider when planning for your retirement.
Welcome to "Your Investment Partners" with Paul and Garrett! In this episode, we delve into the crucial aspects to consider during your investment portfolio review. It's easy to get lost in the details, but we believe starting from a high-level perspective, and focusing on your goals, leads to greater clarity and alignment. Whether you're preparing for an investment review meeting or examining your statement, this episode will provide valuable insights to guide your decision-making process.