Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA

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By Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
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.

20 episodes