Financial Planning Advocate, LLC
www.fpadvocate.comThe mission of FPAdvocate is to provide the CPA financial planner with the tools to guide them in reimagining what it means to serve as their client’s advocate and trusted advisor, as well as reimagine new possibilities for their firm. Providing boots on the ground support, coaching, mentoring and instruction to build and implement their personal financial planning practice.
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The mission of FPAdvocate is to provide the CPA financial planner with the tools to guide them in reimagining what it means to serve as their client’s advocate and trusted advisor, as well as reimagine new possibilities for their firm. Providing boots on the ground support, coaching, mentoring and instruction to build and implement their personal financial planning practice.
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