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Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA

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Manage episode 266779427 series 2639281
Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
  continue reading

27 episod

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iconKongsi
 
Manage episode 266779427 series 2639281
Kandungan disediakan oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
  continue reading

27 episod

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