Making Money Fun
From Accounting to Helping Our Clients Build Confidence in their Financial Plans
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:11:14
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Sinopsis
Having a partner who supports you not only in your personal life but also in your business endeavors can bring numerous benefits. From shared goals and mutual support to leverage complementary skills and the ability to navigate challenges together, a partner can enhance both your personal and professional growth.Eric Tingom, the Director of Technology and Tax Strategy and Shannon's husband and business partner at Heritage Financial Strategies discusses his background in accounting, finance, and business management consulting. He highlights his role in building and managing Heritage, sharing the challenges they faced, including his extensive traveling before COVID and the process of rebuilding their office space. The importance of providing clients with a comprehensive financial planning experience and working towards their future goals is emphasized throughout the discussion.Join us at Heritage Financial Strategies for a comprehensive and personalized financial planning experience that will help you achieve y