by Vanessa McFarlane | Jun 14, 2022 | Financial A-Team
Jaime Rowe, Sales Mastermind and creator of the Close With Confidence Method answers some questions about her business and how she helps clients with their Big Financial Goals! What is your title and what does it mean? How did you earn your title? My title(s) are... by Vanessa McFarlane | May 9, 2022 | Financial A-Team
Jenny Yaeger, President of ClariFi Business Solutions answers some questions about her role as a Fractional CFO and how she helps her clients achieve their financial goals. What is your title and what does it mean? How did you earn your title? I am a Fractional CFO,... by Alison Romer | Mar 31, 2022 | Financial A-Team
Your personal financial journey does not need to be a solo one! We are not self-made men, we are community-made women; let’s celebrate those who help by being our Financial A-Team. Meet Kristin Thompson, a Financial Advisor, who can help your long-range financial... by Alison Romer | Feb 19, 2022 | Financial A-Team
As part of our “Financial A-Team” blog series, we talked to Melissa Mittelstaedt – an Accredited Financial Counselor® (AFC) Candidate – about her work and advice on adding an AFC to anyone’s Financial A-Team. We’ve talked... by Alison Romer | Dec 21, 2021 | Financial A-Team
If you are a Pledgette or have been following along for any amount of time, you’ve surely heard about the importance of building your Financial A-Team. We even did a post on The Five Types of People You Need on Your Financial A-Team this past spring. So now...
by jenn@thepledgettes.com | Jan 19, 2021 | Financial A-Team
You don’t need to go on your personal financial journey alone. What if you built out your Financial A-Team with the same intentionality as you have with your professional networks. Here are five types of people you should have on your Financial A-Team to help...
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