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The 5 F Words of Financial Planning
Manage episode 407348322 series 3559608
Вміст надано Barbara Norman. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Barbara Norman або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
We all make mistakes. The 5 F Words of Financial Planning are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.
Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
#FinancialPlanning #FeeOnly #Fiduciary
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59 епізодів
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