Time is Precious Be Intentional About How You Spend it with Rachael Burns
In this episode of RIA Collective, Rachael Burns shares the life-changing events that led her to leave a successful team at Ameriprise to start her RIA, True Worth Financial Planning.
When we're young, we may not understand how precious our time is. For Rachael, family health issues made her take inventory of life and understand that starting her RIA created the flexibility she needed.
Charlie and Rachael talk about her experience at Morgan Stanley, Merrill Lynch, and Ameriprise before starting True Worth FP. They chat about life-changing events and how independence served Rachael, her…
The skinny
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