You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Approaching Financial Planning in New Ways

August 18, 2020

Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.