VIDEO: Click here to watch on YouTube.
Financial Assistant, Dani Hussung, walks you through how to build a family binder.
In this video series, our team sits down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal is to educate and provide resources that will help guide you along your financial journey. In this video, Dani Hussung, Financial Assistant, will walk you through the step-by-step process of how to build your own personalized family binder.
Want to learn more? Here’s an additional resource for you…
Video: Q & A – Family Binders
In this interview, Dani Hussung will answer the frequently asked questions she receives from clients, such as what a family binder is, why it is impactful, and how often to update it. Click here to watch this video.
Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals!
Or if you’d like to learn more about family binders and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)
Presented by Dani Hussung – Financial Assistant
Learn more about Dani and the rest of the Storen Financial team here.
Brass Tax Wealth Management, Storen Financial, and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.