Jul 12, 2021
Finding the right financial planning and coordination support in the entrepreneurial world is not easy and some entrepreneurs feel they don’t make enough money to get help with their business.
In today's episode of the IntegratED Podcast, Jamie talks to Nicky Morong, who is a certified financial planner. Nicky shares with us how she helps her clients understand how to use their resources to achieve their goals, by looking at their revenue, their tax situation, their debt and trying to structure a plan so that they can meet whatever their goals are on whatever schedule is most important for them.
Tune in to learn more!