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Lessons in Family, Finances, and Balance
Manage episode 400274479 series 3553045
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Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."
Timestamped Outline:
- (00:04:19) Financial Planning for All: Debunking the Wealth Myth
- (00:08:05) Lessons in Family, Finances, and Balance
- (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions
Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
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