22 min
Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA Practical Wisdom from ACP Financial Advisors
-
- Business
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.
22 min