The Scottie Show: Time to Get Your Ducks in a Row

The Scottie Show: Time to Get Your Ducks in a Row


Episode 3 – Taking a Holistic Approach to Financial Planning

June 09, 2021

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients.  In this episode, Scott Leonardi helps you understand the truly unique approach Complete Solutions Inc. takes to helping you with your financial planning by walking you through the three step … Continue reading Episode 3 – Taking a Holistic Approach to Financial Planning →