Financial Planning for Attorneys with Silver Oak Wealth Planning
As accountants, we become very familiar with our attorney clients finances. We welcomed Les McMullen and Mark Candler from Silver Oak Wealth Planning to the podcast to talk about how how you can approach the subject of financial planning with your attorney clients.
Silver Oak Wealth Planning at Maia Wealth
To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you.
Mark@maiawealth.com
Or you can schedule easily at: https://maiawealth.as.me/Mark
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The skinny
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