Dec 7, 2018
In this episode we talk about why budgeting is so important and what out special guest Natalie did in her own wedding to budget her day.
I worked in banking, individual tax preparation, and Wealth Management.
Spent 5 years at a smaller wealth management firm based in Minneapolis. During that time, obtained Certified Financial Planning Certificate. In my current role, I work directly with clients as an Investment Counselor at Fisher Investments in Portland, Oregon.