Last Updated on October 20, 2020
Financial planning should be about so much more than just your money and assets.
In this Growing Bolder Financial Institute Minute, powered by Woman’s Worth®, financial planner Jeannette Bajalia explains why she sees financial planning as life planning. She explains how she integrates all facets of a person’s life, from health care to taxes, into a plan to move forward.
For more information go to womans-worth.com. You can reach Jeannette at: [email protected].