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The Agile Financial Planner

Oct 13, 2020

Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

Aug 7, 2020

How you approach business spending will define your growth.

Jul 17, 2020

In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.




Jun 3, 2020

Our job as financial planners is to help our clients define their A-Z and then get them there fast and efficiently. 

How to create Elegant Simplicity