You might think you have a full financial plan—but do you really? In this episode, we break down why most people don’t have the comprehensive financial plan they believe they’ve paid for. We’ll cover:1️⃣ Why you likely don’t have the full financial plan you think you do.2️⃣ What a truly comprehensive financial plan includes.3️⃣ The cost of missing key elements in your plan—what it could mean for your financial future.4️⃣ How to determine whether your financial plan is complete or missing critical pieces.Download our FREE whitepaper: "How to Build Your Dream Retirement. And Avoid 7 Common Mistakes That Can Completely Derail It!"- https://www.westendwealth.com/build-your-retirementConnect with Paul & William:Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-03Book a call with William: https://calendly.com/westendwealth/introcallSubscribe to our newsletter: https://www.westendwealth.com/newsletterConnect with William on LinkedIn:/ williambarrecaConnect with Paul on LinkedIn:/ paulbarrecaFollow William on X:/ willbarrecaThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

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