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How to “Project Manage” Your Financial Plan
Sara Makes Sense
English - January 24, 2022 07:00 - 1 hour - 41.7 MBInvesting Business Entrepreneurship finance financial planner Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How to manage your Financial Planning Relationship
Next Episode: Encore- your home office and your tax return
Sara Makes Sense Show notes Episode #21
Finances are personal. When it’s your money, financial plans are very personal. What if you took some of the emotion out of your financial equation by looking at your portfolio through the lens of a project manager? In this episode of Sara Makes Sense, host Sara McCullough talks to expert project manager Gabriele Maussner. She talks about tackling big plans one step at a time.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
Gabriele can be reached at:
Gabriele Maussner-Schouten, MBA, PMP, BCAP
Redefining how People and Projects Succeed
416-809-4723
[email protected]