Financial Planning
Putting the Personal in Personal Finance with Shay Steacy
By Andrea Thompson
Advice only financial planning is a burdgeoning industry, and industry veterans are seeking this out as a viable profession alternative to working for a bank, brokerage or other product-related firm.
On the latest Modern Cents podcast, I interview Shay Steacy, CFP, to discuss her values based approach to financial planning, her career as a bank employee, her transition to the independent AOP industry, and why she ultimately chose to join a team rather than to continue as a solopreneur.
Discussion