Member Monday: Gaining Clarity for Financial Planning: How to Chart Your Course
Name:
Member Monday: Gaining Clarity for Financial Planning: How to Chart Your Course
Date:
June 29, 2020
Time:
11:30 AM - 12:00 PM EDT
Event Description:
Busy, successful people face unprecedented complexity in their financial affairs. How to pursue your life goals? How to ensure your legacy continues? ArkWise Wealth has developed a boutique approach charting your course with clarity, confidence, and contentment. We call it the C3 Navigator. In this session we'll look at the five action steps to approach your goals and plans with clarity.
Kimberlee Barrett-Johnson, CFP®, CDFA®, CKA®, President of ArkWise Wealth, is a deeply engaged community and industry leader who for 28 years has helped people navigate the complexities of increasing wealth and achieve work-optional lifestyles. Focused on helping others gain increasing clarity, confidence, and contentment around finances, she is recognized nationally as a Forbes Top Women Wealth Advisor for 2020, Forbes Best-in-State Wealth Advisor for 2018 and 2019 and Working Mother Top Wealth Advisor Mom for 2018 and 2019.
Kimberlee Barrett-Johnson, CFP®, CDFA®, CKA®, President of ArkWise Wealth, is a deeply engaged community and industry leader who for 28 years has helped people navigate the complexities of increasing wealth and achieve work-optional lifestyles. Focused on helping others gain increasing clarity, confidence, and contentment around finances, she is recognized nationally as a Forbes Top Women Wealth Advisor for 2020, Forbes Best-in-State Wealth Advisor for 2018 and 2019 and Working Mother Top Wealth Advisor Mom for 2018 and 2019.
