SHIFT with Ross Marino

The Continuum of Financial Advice with Saundra Davis

September 11, 2023 Ross Marino, CFP®, CPFA, CeFT®
SHIFT with Ross Marino
The Continuum of Financial Advice with Saundra Davis
Show Notes

Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.