Organizing Your Financial “Stuff”
This is only available to Ellevate Members.
Have more questions? Follow up with the expert herself.
Principal, Fee-Only CFP® professional
SageBroadview Financial Planning, LLC
Sheri Iannetta Cupo, CFP® brings a sage business woman’s perspective and Fee-Only planning to busy professionals and their families, particularly those with complex executive compensation packages. Here’s what we like to tell our clients: “What’s most interesting about you is that you don’t fit a mold. And you don’t want to. At SageBroadview Financial Planning, we get that about you. In fact, we love it. Trouble is, doing “different” takes extra time and energy. You’re... Continue Reading