CFA Participates in FPA's Pro Bono Money Makeover

CFA was asked to prepare a makeover for 'Sara', an amazingly positive and dedicated single mother of four trying to get caught up on her financial plan. We created a game plan for dealing with debt, saving for the future, and protecting herself from possible interferences with her plan.

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CLEAR & INTENTIONAL  INVESTING

online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
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Detroit, Ann Arbor, and online fee-only, fiduciary financial advisor blog / podcast on retirement, investments, economy, taxes, 401k, 403b, Roth, IRAs

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A Clear and Intentional Investment Plan

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