Sheila was spotlighted on the most recent episode of the Practical Wisdom podcast, from the Alliance of Comprehensive Planners (ACP). In this episode, Sheila describes how she became involved with ACP and how doing so help build upon her considerable financial knowledge gained as a practicing CPA. During the discussion, Sheila talks about the importance of delivering a multi-faceted, complete financial plan for her clients.
Listen below:
To learn more about the ACP, please visit www.ACPlanners.org, and be sure to check out other episodes of the Practical Wisdom podcast.
Padden Financial Planning
Connect