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E62: Part Two: The Health-Wealth Connection with Financial Planner Kathy McMillan

E62: Part Two: The Health-Wealth Connection with Financial Planner Kathy McMillan
Aug 18, 2021 · 17m 33s

Kathy McMillan has nearly 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Certified Financial Divorce Specialist (CFDS), and Chartered...

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Kathy McMillan has nearly 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Certified Financial Divorce Specialist (CFDS), and Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is a Certified Financial Transitionist (CeFT®).

Today’s topic is about The Health-Wealth Connection. In part 2 of this 2-part episode, Kathy discusses the holistic value in charitable giving, in mentoring, and in taking the first step toward financial wellbeing.

How to get in touch with Kathy:
Website: https://web.richardsonwealth.com//kathy.mcmillan/
Email: Kathy.McMillan@richardsonwealth.com

For questions and comments about this episode, please email: danielle@mymasterpieceliving.com
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