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Your Money Podcast - Season 3 Episode 18 - Everything Financial Group Personal Financial Organizer

172 views· 1 likes· 32:22· Jan 10, 2024

On the Season 3 Finale of Your Money, Peter is joined by Shannon Allison, CEO of Everything Financial Group and Vy Tri Truong who runs Everything Financial Mortgage Group. This season has been all about the Omni Formula and all the different steps that go into creating a proper financial plan to get you to the end result, a Personal Financial Organizer. It's the perfect way to wrap up what has been a very informative and special season!

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