“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall … Read More Read More