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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 financialcounseling , learn what would be a win for each of the partners. CFP®, Sarah D, and Emily Purdon, CFP®, EA.
Speaking to groups like the UT San Antonio Gastroenterology Fellowship, CUSM’s (Medical School) Financial Literacy Interest Group, Destination DC and Texas A&M about financial planning. Publishing more than 220 articles for the Your Richest Life blog. P.S. – Check out the recaps of previous years here.
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