My guest today is an award-winning Certified Financial Planner, karaoke enthusiast, and an entrepreneur.
After working in traditional financial planning firms since 2007 she quit her job at a NY start-up to start her own business.
She is the founder of Gen Y Planning, where she works exclusively with young professionals across the country to help them navigate their finances. Unlike traditional Financial Planners, my guest runs her business from her laptop.
Now, let’s hack…
Links and resources mentioned: