Focus on Your Financial Planning

A Wescott Educuational Series

Education Series Ep. 3: Focus on Your Cash Flow

In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.

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Education Series Ep. 2: Focus on Your Net Worth Statement

In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.

Read more

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