Financial Guidance Financial Planner Investment Planning Wealth Management 
Sara Grillo
MAY 16, 2022
Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. Evanson Asset Management. Measure Twice Financial. Cody Garrett, CFP, is an advice-only financial planner. 375 start up. $89
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
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