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Season 1 · Episode 108
The Right Size Financial Plan [Episode 108]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
April 5, 202132m 22s
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Show Notes
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.
You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi