Childfree Life by Design

Rebekah & Matt Planning Session 2

Dr. Jay Zigmont, CFP® & Bri Conn Episode 76

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded & shared. This is their second meeting in a series of six meetings - stay tuned for the others.


Resources:

+ Rebekah & Matt Planning Session 1

+ The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy

+ The Gap and the Gain (Book Club)

+ The Family Budgeting Meeting

+ Blank Weekly Meeting Sheet


Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded & shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.