Defining Your Own Financial Success with Heather Banks
In this episode, certified financial planner Heather Banks of Willow Tree Wealth Planning shares how she helps individuals define what financial success really means to them and then build a personalized roadmap to get there. Drawing on 20 years of experience, Heather explains why comprehensive, customized planning matters, how relationships and trust drive her business, and why business owners often misunderstand the realities of “flexibility” when you’re the one holding the bag.
Heather talks candidly about giving herself grace as an entrepreneur, setting boundaries to protect family time…
The skinny
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