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Tag Archives: Financial Management

A pandemic financial plan for all the family

A pandemic financial plan for all the family by Roz Barnes Financial Planning

Ensure a safe financial future for yourself, your parents and your children during the coronavirus pandemic Members of the sandwich generation, those individuals in their 40s, 50s and 60s who are bringing up their own children while also providing care for their parents, face increased financial strain in the best of times. Pulled in different […]

Why Is Goal Setting So Important? Kristen Cunliffe

Meet Kristen Cunliffe, a Financial Advisor who fell in love with her profession. Kristen is a believer of goal setting and helping peoples future plans become their present. In this episode, we discuss the power of money in relationships and freedom, financial intelligence, and bravely overcoming challenges, including alcoholism.

Meet Kristen Cunliffe, a Financial Advisor who fell in love with her profession. Kristen is a believer of goal setting and helping peoples future plans become their present. In this episode, we discuss the power of money in relationships and freedom, financial intelligence, and bravely overcoming challenges, including alcoholism.

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