by knoodledigital | Jan 2, 2024
What I Stand For: I specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans. Outside of...
by knoodledigital | Jan 1, 2024
What I Stand For: I have a compassionate understanding of the unique needs of divorced women, female entrepreneurs, blended families, and families with special needs children. I also assist retirement plan sponsors and other stewards with their leadership, stewardship...
