LifeBlood ENGAGE: We talked about the value of strategic planning, how the process works, who should be involved, when it should happen, and how to get started with Kathy Bowman Atkins, Founder and CEO of Latitude Group. Listen to learn why planning should be done consistently, not once a year!
For the Difference Making Tip, scan ahead to 18:28!
You can learn more about Kathy at LattitudeGroup.com, Twitter and LinkedIn.
Learn more about Money Alignment Academy and bringing Financial Wellness to your organization.
We’re honored to have been named one of the top podcasts from investing!
George is honored to be included on Investopedia‘s list of the Top 100 Financial Advisors for 2020!
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You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com. Check out Money Alignment Academy as well!