In our recent podcast , we spoke with guest Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates. She described the journey that's led her and her business partner to the kind of financial planning practice many professionals wish they had.
At NorthAvenue Financial Advocates, Kristen and her colleagues offer holistic financial planning services . Rather than focusing solely on investments, holistic financial planning takes a broader perspective and includes elements of financial planning such as tax planning and preparation, retirement planning, insurance needs, estate planning, and budgeting and saving. ...