Making Financial Planning Work for Women

Send us Fan Mail Women need financial planning that reflects real life. Cary Carbonaro, author and CFP joined me on the Get Ready Before Life Happens podcast to talk about making financial planning work better for women. Cary shares why advisors need to listen first, educate clearly, and understand the real-life path behind the plan. Key Takeaways Financial planning starts with listening and rapport.AI can provide answers, but financial confidence still takes human support.Women need to b...