How to get started:
Feel like you’re at a crossroads? Ellevate 101 introduces you to the community that can give you a career kickstart.
We’ll walk you through some light intros and give you space to connect about shared career experiences. You’ll also learn how to use your Ellevate program to continuously make moves towards success at work.
Our next live welcome session is .
You, Your Wealth, and Some Springtime Playtime
This is only available to Ellevate Members.
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Have more questions? Follow up with the expert herself.
Sheri Cupo
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
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