22 min listen
How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA
How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA
ratings:
Length:
17 minutes
Released:
Nov 23, 2021
Format:
Podcast episode
Description
Which financial strategy is more important, your Business or your Personal Life?Ok...that is a little bit of a trick question because both of these strategies are so intertwined that you should not make them compete/fight with one another. We sat down with an amazing financial advisor Diane Gardner CFP, CDFA, and had a great discussion talking about how she helps expose business owners and individuals to critical topics that they NEED to consider if they are going to develop the right type of financial strategies that help paint the full picture of their financial life. We also talk about the amazing relationship that she has with CHIP a dynamic organization that is really helping Change How Individuals Prosper.
Released:
Nov 23, 2021
Format:
Podcast episode
Titles in the series (100)
What type of Accounting Support do I need for my Business? by The Finance & Accounting Show