The Chris Burns Show

Innovative, New Way to Get Financial Planning Has Our Attention

Episode Summary

Subscription-based financial planning is disrupting the industry and it’s getting a lot of buzz! Before we all buy into the hype, because our team LOVES some elements of it, let’s make some popcorn and look into this approach more.

Episode Notes

In this episode of the Dynamic Money show, we’re introducing the class to the new kid: subscription-fee-based financial planning. Ohhhhhh exciting! I agree. This sparks some great conversations about values and motives that we'll unpack together. Enjoy.

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