From Vision to Goals
About the Webinar
Taking a vision and transforming it into concrete goal can be a vital step in achieving personal or financial success. Defining a client’s purpose, motivation, and direction can be a daunting task, but with focus and a set of actionable steps, it can be achieved! Join MQ Partner Jenna VanLeeuwen, CFP® as she discusses how she utilizes the MQ Tools and Resources to help her clients define their goals and enact plans to make their visions reality. MQ President Amy Mullen, CFP®, will also provide an MQ perspective on the topic.
About our Guest
Jeanna VanLeeuwen, CFP® began her firm, Aligning Wealth, with a focus on helping early-to-mid career business owners to align their wealth and their lives with what matters most to them. This means thinking about how clients spend their money, their work-life balance, how much they give, and more.
Registration Fee
This webinar is available and free for MQ Partners.