Every firm has distinct principles that guide its approach to financial planning. In this episode, we take you behind the scenes to explore the core values and unique processes that set Principal Preservation Services apart. We’ll walk you through how we get to know our clients on a deeper level, create personalized financial strategies, and how our approach redefines what it means to have a successful financial planning experience.
Here’s some of what we discuss in this episode:
- The importance of education and understanding in the financial planning process
- The core values that guide Principal Preservation Services + Mike’s primary niche of clients
- The various educational resources and workshops offered by Principal Preservation Services
- The financial planning tools and software that the team uses
- How Mike measures success beyond financial returns + scheduling your discovery call
To get in touch with Mike, visit our website: http://principalpreservationservices.com
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