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Planning for the Moments That Change Everything
Life rarely goes exactly according to plan. The decisions that matter most often come when something changes.
In the first episode of Wisdom for What’s Next, Megan Jewett, CFP®, co-founder and wealth advisor at Craft & Sage Wealth, shares the personal experiences that shaped her career and the reason behind the podcast.
From helping her family navigate her father’s stroke and passing to her own experiences with divorce, single motherhood, and raising a child with special needs, Megan explains how those moments changed the way she approaches financial planning and the people she serves.
She…
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