I am a CFP(R) and a fee-only financial planner. My goals are to help individuals and employees build the needed financial foundations for their lives. This class contributes to that foundation. In addition, attendees will be better prepared to meet with other professionals after creating this workbook.
What was most valuable to you about this class?
"it gave me the push I needed to put the documents and the data together"
"sense of fun and focus on this project"
"learning from Dana and others ...
If you were in an accident, or had to leave town suddenly, who would take care of your furry, winged and finned pets?
One of the sections in this workbook will allow you to collect all of the infor...
I am a CFP(R) and a fee-only financial planner. My goals are to help individuals and employees build the needed financial foundations for their lives. This class contributes to that foundation. In addition, attendees will be better prepared to meet with other professionals after creating this workbook.
