Melissa Dailey-Newman, CDFA®, AWMA®’s Post

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Wealth Advisor | Public Speaker | Home Chef | Pianist | Golfer

This is Financial Work Life Balance. Work with PURPOSE. Save with DETERMINATION. Spend with INTENTION. INVEST in YOURSELF. How's your financial work life balance going? #makeithappen #financialplanning #workhardplayhard Clearwater Capital Partners

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Leslie Schultz

Managing Member at Disability Insurance Services, LLC

4mo

You know you would rather be here in rainy cold KC at our WIFS lunch meeting! 😆

Mary Geisz

Advocate for and member of Unbound's global community.

4mo

Amen!

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