The Art of Setting and Achieving Financial Goals

<p >Katherine Liola learned early that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with confidence and clarity.</p> <p >A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal and InvestmentNews. Most recently,</p> <p >Katherine collaborated with CNBC as part of their financial literacy project, Invest in You: Ready. Set. Grow</p> <p >During this show we discuss…</p> The financial gains attached when you align your values and goals with your deci...