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4 Financial Tools Evaluation Process

by The Stewardship Solution

In my experience of working with clients, I find that it is easy to use the wrong criteria to measure progress and the effectiveness of your strategies. If the wrong point of reference is used, clients can give up on strategies that they’ve taken much time to vent out and implement.

In today’s video we will talk about how an understanding of the 4 Financial Tools Model helps us in the ongoing evaluation of our plan.

[embedyt] https://www.youtube.com/watch?v=hEHcWYgJtRo[/embedyt]

If you have any questions please feel free to contact me.

Filed Under: Retirement Planning

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THE STEWARDSHIP SOLUTION IS AN INVESTMENT ADVISOR REGISTERED IN TENNESSEE.
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