What is Financial Planning?

Nov 22, 2019 · 10m 31s
What is Financial Planning?
Description

Rob: Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid? I'm here with Adam Buss. He's a CFP...

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Rob:
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?

I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.

Adam:
Thanks for having me, Rob.

Rob:
All right. Adam financial plans. Who needs to have a financial plan?
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Author Rob Tetrault
Organization Rob Tetrault
Website -
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