Monday Jan 08, 2024

Patricia sklar

On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth. Listen to learn how to break down big goals into manageable pieces!

For the Difference Making Tip, scan ahead to 16:55.

You can learn more about Patricia at Brightworth.com, Twitter, Facebook and LinkedIn.

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