Episode description

Explore Tara Tussing Unverzagt's innovative approach to financial planning. Tara's path to success involves leveraging her expertise as a certified financial therapist and prioritizing accessibility in her services.

In this conversation, Tara shares how she has evolved her firm's offerings over the years to make financial planning accessible to diverse client populations. From hourly consultations to community-building initiatives, Tara's firm ensures fairness and affordability through a sliding scale fee structure based on income and assets. 

You can find show notes and more information by visiting this link: 

https://www.xyplanningnetwork.com/380