Ep #1: Tracking Your Financial Vitals

02/10/2020 24 min
Ep #1: Tracking Your Financial Vitals

Listen "Ep #1: Tracking Your Financial Vitals"

Episode Synopsis

In this episode, we discuss COVID and its impact on our lives and the lives of our ER Doc clients. Then we get into the John’s Hopkins tracking dashboard and how that inspired the Vitals™ financial planning process we implement today. The takeaway being that without consistent, ongoing data, a financial plan may not be as impactful as it should be.

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