E2: Talking with Certified Financial Planner Kelly Reddy-Heffner Part 1

3 mag 2023 · 18 min. 12 sec.
E2: Talking with Certified Financial Planner Kelly Reddy-Heffner  Part 1
Descrizione

This is part one of a two part series with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. She is a Lead Planner at Your Financial...

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This is part one of a two part series with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. She is a Lead Planner at Your Financial Pharmacist. Kelly and I have known each other since our college days as sorority sisters at the University of Pittsburgh. She was instrumental in working with me and my husband as we planned for our older son to head off to college. Her knowledge and expertise in the student loan debt arena is top-notched. Kelly's approach with her clients is one of understanding and educating. And having kids in college herself, helps with navigating the cost of college and what that means regarding student loan debt. You can find Kelly Reddy-Heffner, CFP, CDFA, CSLP here: https://yourfinancialpharmacist.com/https://www.linkedin.com/in/kellyheffner/

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www.yourfinancialmavenpodcast.com

Hosted and Produced by Your Financial Maven LLC and Samantha M Besnoff CPA
Editing by Kris Zarnoch of KMZen Creative
Music written, composed and performed by the amazing Daniel Shore
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Autore Samantha M. Besnoff, CPA
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