The Four-Step Process of Personal Financial Planning for Executives and Attorneys 00:10:00
Joni Lindquist, CFP®, MBA. A key component in building financial wealth is one’s career path. As an Executive/Career Coach Joni Lindquist assists business executives become more effective leaders, proactively manage their careers and plan career transitions. As a financial planner, she helps clients navigate life’s transitions by building and implementing financial plans to achieve their goals.
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