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EP 4 | Lessons in Family, Finances, and Balance
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Jacob Charlwood is a seasoned financial advisor at Capital Financial Solutions, an independent financial planning firm, where he assists individuals and families in making informed financial decisions. Jacob's perspective on the importance of financial planning for everyone is rooted in the belief that it is crucial to work with an independent planner or resource for a personalized approach. His experiences have taught him that each person's financial situation is unique and requires tailored solutions. He emphasizes the importance of understanding the client's goals and dreams, and providing advice based on those aspirations, rather than solely focusing on investment strategies. Join Anna Sothen and Jacob Charlwood on this episode of the RVA Connected with Anna Sothen podcast, where they delve deeper into the importance of comprehensive and individualized financial planning.
Note: This episode is from its former name Good Neighbor Podcast which is now known as RVA Connected.
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