• Ep 8 - Ashley: Planning for your Financial Future

  • 2021/08/17
  • 再生時間： 35 分
  • ポッドキャスト

Ep 8 - Ashley: Planning for your Financial Future

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  • This week we’re talking to Ashley, a Certified Financial Planner (CFP) at Picta Financial. Ashley was lucky because she grew up with a strong foundation in financial education, thanks to her mom who is also a CFP. Seven years ago, Ashley joined her mom, and they became a mother-daughter financial advising team (how amazing is this!). In this episode, Ashley talks through what she does as a CFP, and how she makes financial education a large part of the service she offers her clients. Ashley also talks about the importance of transparency when working with a financial planner and has great advice on what questions you should be asking a potential financial planner. She also talks about common challenges and advice on how to get started planning for the financial future you want.
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あらすじ・解説

This week we’re talking to Ashley, a Certified Financial Planner (CFP) at Picta Financial. Ashley was lucky because she grew up with a strong foundation in financial education, thanks to her mom who is also a CFP. Seven years ago, Ashley joined her mom, and they became a mother-daughter financial advising team (how amazing is this!). In this episode, Ashley talks through what she does as a CFP, and how she makes financial education a large part of the service she offers her clients. Ashley also talks about the importance of transparency when working with a financial planner and has great advice on what questions you should be asking a potential financial planner. She also talks about common challenges and advice on how to get started planning for the financial future you want.
社会科学 自伝・回顧録 個人的成功
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