Contributed by: Sandra Adams, CFP®
Here at Center for Financial Planning, we like to make personal connections…with each other, with our clients, and with all of the individuals that we come into contact with. In our work as financial planners, we need to get to know our clients on an individual basis – to get to know their personal situations and goals – in order to design a personal financial plan for them. I know a lot about my clients on a personal level, but you might not know quite as much about me. Rather than just writing a bio and having you attempt to get to know me in words on paper, I am hoping my bio video will help you connect with me on a more personal level – help you get to know more about me, my work as a planner, and how I work with clients. Check out my video here:
Sandra Adams, CFP® is a Partner and Financial Planner at Center for Financial Planning, Inc. Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics. In addition to her frequent contributions to Money Centered, she is regularly quoted in national media publications such as The Wall Street Journal, Research Magazine and Journal of Financial Planning.