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Simplify Financial Planning With Elements with Dale Shafer
Manage episode 407147877 series 3558245
内容由Elements Technology, Inc. and Reese Harper提供。所有播客内容（包括剧集、图形和播客描述）均由 Elements Technology, Inc. and Reese Harper 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
How am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients financial clarity.
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