Road Trip: Mastering The Strategic Process Of Action Planning
By: Denise Keiser AFC®, Counseling Programs Manager
People seek financial counseling because they want things to be different in their financial lives. They are looking for change like relief from surmounting debt, less financial stress, or they have important financial goals to reach like buying a home or saving for retirement. Regardless of the individual’s reason, the counseling process is the same. The process starts with…
