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Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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What To Expect When Working with RPA Wealth Management (Ep.67)

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Manage episode 329063368 series 2515949
Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.

Matthew, Brent, and Joshua discuss:

  • An overview of services their company has to offer you
  • The importance of laying out your goals before creating a financial plan
  • Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
  • What you need to bring to your first financial planning session
  • And more

Connect With RPA Wealth Management:

  continue reading

109 episoder

Artwork
iconDel
 
Manage episode 329063368 series 2515949
Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.

Matthew, Brent, and Joshua discuss:

  • An overview of services their company has to offer you
  • The importance of laying out your goals before creating a financial plan
  • Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
  • What you need to bring to your first financial planning session
  • And more

Connect With RPA Wealth Management:

  continue reading

109 episoder

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