Family governance is a part of the financial planning process that is often overlooked. In this episode, Adam Torres and Jason J. Howell, CFP®, Founder, President, and Family Wealth Advisor at Jason Howell Company, explore how Jason Howell Company is prioritizing family governance when completing financial plans for their clients.
Follow Adam on Instagram at
https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://missionmatters.lpages.co/podcastguest/