RESOURCES
Useful Articlesand Resources
Fourth Meeting with a CFP® – Benefits and Budgeting
By Jay Zigmont | Mar 2, 2023
Anna (from We’re Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the fourth session we held. Here is the first one, the second one and the third one. In this session, we start by […]
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Third Meeting with a CFP® – Goal Setting and Budgeting
By Jay Zigmont | Jan 23, 2023
Anna (from We’re Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the third session we held, the first one is here, and the second one here. In this session, we […]
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What is it like to meet with a CERTIFIED FINANCIAL PLANNER™?
By Jay Zigmont | Nov 3, 2022
Anna (from We’re Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. Spoiler alert: Grant and Anna openly talk about how to find a balance in a Childfree couple. We dive into […]
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