A Financial Plan That Isn't Just Numbers
In our latest virtual interview, we catch up with Dr. Cora Pettipas, former President of the National Exempt Market Association. Cora introduces her new book, Compass Star, and shares that true wealth is not solely based on financial numbers. The Compass Star model guides readers in creating a financial plan that balances finances, passions, health and time for a fulling and purposeful life.
Disclaimer
The views and opinions expressed in this article are those of the author and do not necessarily reflect the views or opinions of Olympia Trust Company, Olympia Financial Group Inc., or any of its affiliates. The author’s views and opinions are based upon information they consider reliable, but neither Olympia Trust Company, Olympia Financial Group Inc. nor any of its affiliates, warrant its completeness or accuracy, and it should not be relied upon as such.
Disclaimer
The views and opinions expressed in this article are those of the author and do not necessarily reflect the views or opinions of Olympia Trust Company, Olympia Financial Group Inc., or any of its affiliates. The author’s views and opinions are based upon information they consider reliable, but neither Olympia Trust Company, Olympia Financial Group Inc. nor any of its affiliates, warrant its completeness or accuracy, and it should not be relied upon as such.
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