Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
June 28, 2019 Episode #31

The All-Encompassing Planning Process

The Jacobs Coolidge and Company team love inspiring their clients to have “aha moments” by helping them look at the big picture.

In this episode of the Planning for Life Podcast, Carl Coolidge explains why he and the team take an all-encompassing approach to planning for their clients.

In this episode, you will learn:

– What sets Jacobs Coolidge and Company apart from the competition
– How often the team makes changes to their planning process
– Why Carl wants you to feel a sense of comfort and relief once you’ve established your planning goals
– And more!

Tune in to learn how you could benefit from this all-encompassing planning process!


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