Entrepreneur Success Stories By Join Up Dots, Motivation, Confidence, & Expert Business Coaching To Start Your Online Career

Katherine Liola is today's guest joining us on the Join Up Dots business coaching podcast and is a guest has a different way of looking at our finances. She is the co-founder of Concentric Private Wealth, based in North Virginia, a financial planning company with a difference. She doesn't believe in budgets. She doesn't believe that giving your children money is always the best thing to do. She doesn't believe that all financial advice is right for all people. As she says "There’s more to financial planning than pre-made forms and plugging numbers into an automated tool. We prefer to discuss your goals, of course – but dive a little deeper, talk through your situation, and fully understand why you make the choices you make. So we begin with a conversation. You’re investing for specific goals, life milestones, dreams you’d like to play out. The deeper our understanding, the better we can ensure your financial well-being. So as you can see this is going to be a different episode of Join Up Dots for sure. So whe