8/23/22

Episode 2: Who I Partner With

In Episode 2 of this series, I break down who I partner with to ensure success for my clients in their journeys with my firm. Values shape action. At Simplicity Financial, your financial picture is incomplete without your values on the frontline. We wouldn't have it any other way.
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Episode 3: What to Look For in a Financial Advisor

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Episode 1: Why I Started Simplicity Financial