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Season 1 · Episode 103
How Long Does It Take To Create a Financial Plan? [Episode 103]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
February 8, 202131m 4s
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Show Notes
Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area.
You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl