In this week's episode, I am delighted to meet and introduce a marvelous lady with a ton of wisdom, perspective and life experience. Please meet Liz Snyder, CFP®. Liz is a former therapist, turned financial planner. I love her gentle disposition and the way she helps clients, unlike any other financial planner I have met.
Liz really dives deep with her clients, understanding how their emotions impact financial decisions. She goes well beyond simple financial matters.
Liz also made reference to a terrific organization that helps children who have lost a parent https://www.our-treehouse.org/
You can find more about Liz and her firm at https://www.trailfp.com/
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