The firms that I previously worked at, would require you to have at least a million dollars in order to become a client and get financial advice and I was determined to change that!Īs my business has grown, I have had to learn how to truly stay organized, as it seems that I am always working on a million projects. When I first started my business, all I wanted to do was provide affordable and easy access to financial planning to people that typically were not able to access this quality financial advice. Thanks to my friends over at Evernote for partnering on this post.
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