First Step In Action
This webinar is open to: EVERYONE!
- $50.00 Fee for Non-Partners
- Free for MQ Partners
About the Webinar
The “First Step in Action” webinar series provides the opportunity to hear how other financial planners are utilizing the First Step Cash Management System™.
Our Veteran First Step Licensee, Sarah Catherine Gutierrez, embraced the cash flow system after hearing Marty Kurtz, creator of the First Step Cash Management System™, speak at a conference. We are looking forward to hearing how First Step has proved to be life changing for her clients. Sarah Catherine will also show us how they feature First Step on the company website. For a sneak peek, click here.
About Sarah Catherine
Sarah Catherine is the founder of Aptus Financial. She holds a BA from Salem College, an MPP from Harvard University, and the CFP designation. She is a permanent trustee for the Donaghey foundation and the current Past President of the Rotaract Club of Little Rock. SC earned the Barbara Jordan leadership award from the Women in Public Policy Program at Harvard. She is also a graduate of Class 29 of the Leadership Greater Little Rock Program. She is passionate about financial planning for every age, stage of life, and economic situation. She founded Aptus with a clear vision: be a true fiduciary to your client, charge a fair price for professional advice, and be transparent and non-conflicted. She and her team are “advice only” advisers who focus on financial planning and investment advisory services.