First Step in Action

About our Guest Veterans

Sarah Catherine Gutierrez, CFP® is the Founder and CEO of Aptus Financial. She is also a Partner and Lead Retirement Plan Specialist. To learn more about Sarah, please click HERE.

About the Webinar

The “First Step in Action” series provides the opportunity to hear how other financial planners are utilizing the First Step Cash Management System™. Each session features Veteran Money Quotient Partners sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

To learn more about the First Step Cash Management System, click here.

For a short video, click here.