Tag Archives: CERTIFIED FINANCIAL PLANNER™

Volunteering for CFP® Exam Development in Washington D.C.

Lucky me! It was gorgeous, sunny weather in Washington D.C. last week, where I was...

Mari Pursuing Advanced Graduate Training in Financial Therapy

Fall 2023 🍁 means back to school time! Proud to say I’ve started graduate classes...

Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month,...

A Better Way After Divorce

I’m still so excited about a presentation I gave Monday for the Boca Raton chapter...