You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


A Practice Built on Curiosity

October 13, 2020

Don St. Clair, CFP®, AIF®, ChSNC®, is the president of St. Clair Financial, a firm that specializes in self-employed professionals and educators in California. Don is also the owner of MortgageNudge, a tool that helps users figure out how to pay off their mortgage within their budget and in respect to their goals.


In our new episode of YAFPNW, Hannah and Don discuss how MortgageNudge came to be, why developing skills is just as important as gaining knowledge, and the importance of embracing uncertainty.