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Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
Travis Parry
May 25, 20231 min read
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Ep 88: Balance Begins With the Choices You Make
Today’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primar
Travis Parry
Jan 24, 20231 min read
14 views
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