Back to The Bucket Plan Basics: Episode 2
Mar 27, 2024•21 min•Ep. 49
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Episode description
Is creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!
Resources:
- The Bucket Plan® book
- The Bucket Plan® audiobook
- The Bucket Plan® 1.0 Training
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