Ep. #25: Financial Planning’s Big Picture - Sheila Padden, A, CFP®, RLP® 5s27g

A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, A, CFP®, RLP®, founder of Padden Financial Planning and A Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone. To learn more about the A, please visit www.Alanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com z4y5p