Why Are Process and Benchmarking Important to Financial Planning?

In this podcast, Reese Harper and Ryan Isaac look at how benchmarks can strengthen a financial plan. How do you know if you’re on the right track? Benchmarks take away the guess work providing you with a standard that allows you to track your progress.

Video clip from The Dentist Money™️ Show, “Want to Get Stronger Financially? Use These Benchmarks.” In this podcast, Reese and Ryan identify several key performance indicators—which were the basis for our Elements®️ program—illustrating how measuring against them can help you to improve your financial health. They then explain how benchmarks are made even more valuable by including someone else, like a financial advisor, to hold you accountable to them.

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