Praise Your Financial Process, Not Your Outcome

Build a comprehensive financial plan around prudent and evidence-based processes, then learn to work it. Buckingham’s Rob Ziliak maps out where dentists should focus first to meet their retirement dreams and goals.

 

 

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, Buckingham Strategic Wealth®

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Rob Ziliak, CFP®

Rob serves as the Chief Experience Officer for Buckingham Strategic Wealth, leading the firm’s strategy to help every client feel as if they were our only client through a deeply personalized, holistic, planning-centric experience. His pursuit is to continuously improve the breadth and depth of resources available to clients, while also making it as easy as possible for clients to engage with their advisory teams. Rob, who holds the CERTIFIED FINANCIAL PLANNER designation, earned his bachelor’s degree from Indiana University and his master’s degree in personal financial planning from the College for Financial Planning.

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