Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision.

That’s exactly what we will explore in The Financial Puzzle Playbook!

Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally and professionally.

Jim discusses: 

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• Childhood stories, working with his dad, and early life lessons he cherishes to this day
  
• How he got started in financial services
  
• His experience working with clients from various parts of the world
  
• An intro to the six key puzzle pieces we’ll cover in future episodes
  
• And more
  

Connect with Jim Sumpter: 

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• 205-510-9074
  
• CMC Financial
  
• LinkedIn: Jim Sumpter
  
• LinkedIn: CMC Financial
  
• Facebook: CMC Financial
  
• Instagram: CMC Financial
  
• YouTube: CMC Financial