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Terminal Value - Doug Utberg EPISODE 38, 1st June 2021
Effective Financial Planning with Chad Wilardson
00:00:00 00:23:59

Effective Financial Planning with Chad Wilardson

Doug and Chad spoke about the importance of financial planning for people of all income levels.

When building an effective financial plan, it is important to select the right partner. The best partners will tell you not just where to invest, but when to make decisions that will lower your costs that may result in less revenue for their practice. This is the true meaning of a 'fiduciary' relationship where the client's interests are placed first.

Learn more at https://pacificcapital.com/

Doug's business specializes in partnering with companies and non-profits to capture overhead cost savings without layoffs to fund growth and strengthen financial results.

You can find the audio podcast feed at www.TerminalValuePodcast.com

You can find the video podcast feed at www.youtube.com/channel/UCV5a4QbT-dXhpgb-8HJHdGg

Schedule time with Doug to talk about your business at www.MeetDoug.Biz