I engaged Sue to get my head around a Fee for Service offering for my clients. With her vast experience on the subject and knowing that no two planning practices are the same, we arrived at an outcome that surpassed my expectations. Sue was generous in what she provided us and made a point of following up our progress. I would thoroughly recommend Sue to any financial planning practice , regardless of how mature the business is.
Recent Posts
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- Reflect, Plan, and Achieve: It’s a powerful time of the year for Financial Advisory Firms
- The problem with goal setting
- 4 things I wish I was told about goal setting