Your money should serve you—not the other way around.
Join Kali Hassinger, CFP®, CSRIC® and Mallory Hunt, Portfolio Administrator & Investment Representative (RJFS), as they explore how personal values and life goals can guide meaningful financial decisions.
You’ll gain insight and walk away with practical tools to shape a financial plan that supports what matters most to you.
Kali Hassinger, CFP®, CSRIC® is a Financial Planning Manager and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® She has more than a decade of financial planning and insurance industry experience.
Mallory Hunt is a Portfolio Administrator at Center for Financial Planning, Inc.® She holds her Series 7, 63 and 65 Securities Licenses along with her Life, Accident & Health and Variable Annuities licenses.