On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning called Financial Wellness.
Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She’ll discuss how she hopes to give back to the younger generation and empower them to understand their finances.
Keep calm (stick to the process) and schedule on.
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See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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