In this episode Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America.
Amy Mullen, CFP® shares how the Money Quotient® research has bettered the lives of many clients and continues to propel the financial planning profession forward.
We continue Dave Grant’s story. Very few “success stories” are as honest, real, and refreshing as Dave’s.
In this episode we’ll dive into Dave Grant’s backstory and “the numbers” so I hope you enjoy the episode.
James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.