So – what exactly IS Life Planning? Join Kathy and Lisa in the latest installment of our ‘What OWM Does’ vlog series, where they discuss Life Planning in depth, including the three questions and how our clients have benefitted from this process . Check out the video below!
In the first installment of our Vlog series Finance and Investing 101, Jared and Lisa chat about the importance of goals-based investing and how creating different “pools” for each investment account can help prepare clients for economic downturns. Check out what they have to say below!