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.
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?
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.