Financial planning should be about so much more than just your money and assets.
In this Growing Bolder Financial Institute Minute, powered by Woman’s Worth®, financial planner Jeannette Bajalia explains why she sees financial planning as life planning. She explains how she integrates all facets of a person’s life, from health care to taxes, into a plan to move forward.
For more information go to womans-worth.com. You can reach Jeannette at: jeannette@womans-worth.com.