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2021 November Update

2021 November Update

by Sandi Martin | Nov 19, 2021 | Monthly Spring Update, Personal Finance, Wealth Management

November is Financial Literacy Month, and the theme for 2021 has been “make change that counts.” This month, Sandi details the pitfalls of the term financial literacy and instead suggests we embrace financial support.

Estate Planning is About Expressing Your Values

Estate Planning is About Expressing Your Values

by Julia Chung | Nov 16, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?

Grow Their Wealth Episode One: Julia Chung

Grow Their Wealth Episode One: Julia Chung

by Julia Chung | Nov 11, 2021 | Media

In this podcast interview, Julia details her journey of becoming a Financial Advisor and the CEO of two remote companies, and discusses the importance of building relationships with people based on Values.

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