CFP, Education and Financial Counseling - Financial Advisor Source

Your Richest Life Celebrates Ten Years!

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. P.S. – Check out the recaps of previous years here.

Financial Planner

Financial Planner Fee Only Financial Planning Financial Counseling

Conflict Resolution in Financial Planning

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. CFP®, Sarah D, and Emily Purdon, CFP®, EA.

Financial Planning

Financial Planning Planning Financial Planner Communication

Financial Advisor Source

Your Richest Life Celebrates Ten Years!

Conflict Resolution in Financial Planning

Webinars

Stay Connected