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How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA

How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA

FromThe Finance & Accounting Show


How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA

FromThe Finance & Accounting Show

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)

This is the go-to place for practical insights for business where Accounting and Finance meet Business Strategy. Hosted by Terrell and Lola Turner; Finance leaders with experience from some of the largest companies in the world. On this show, we dive into some of the most pressing topics in business and feature interviews with CFOs, Accountants, and Finance experts from around the world as they share lessons learned and best practices.