Episode notes
Midlife Reinvention with Susan Butler
Did you know that nearly 70% of Americans have less than $1,000 in savings? Susan Butler’s approach could change that for anyone, no matter their age!
Susan Butler is an independent holistic Certified Financial Planner™ professional who specializes in simplifying finances and helping clients feel comfortable and engaged in creating their financial plans. Susan takes the time to understand her clients' current situations and unique visions for the future. She thoroughly analyzes and coaches them on the planning needed to achieve their goals while guiding them through the entire process, including adapting to life changes over subsequent years. She collaborates with other advisors to ensure everyone is on the same page. Holistic financial planning is at the heart of S ...