Paul
Jarvis

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro Since so many people have questions about money and how to allocate cash flow, I wanted to put together a series of helpful posts/videos. This is the first video in a series I’m putting together on a financial order of operations. In it, I introduce a 10-phase framework — and explain why the order of those phases matters. It ’s not one-size-fits-all. It’s a way to highlight behaviors and p