Ep 215: Who is David Chudyk and what does he do?
Update: 2025-05-02
Description
Don't forget to email david@parallelfinancial.com
visit www.weeklywealthpodcast.com/valuebuilderscore
(88) The Weekly Wealth Podcast - YouTube
- In this episode, I share what my financial planning practice does to help clients succeed.
- I emphasize the importance of understanding each client's unique financial goals and needs.
- Financial planning is about more than just investments; it includes tax planning and risk management.
- I explain the seven-step financial planning process that guides my work with clients effectively.
- I highlight how accountability plays a key role in achieving financial goals for my clients.
- We discuss the importance of having accurate financial statements to make informed decisions.
Mentioned in this episode:
Inside the Mind of an Aquirer
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