Creating Structure Podcast #47 - Kathleen Adams, CFP, CPWA, Founding Partner, Financial Advisor

Kathleen Adams, CFP® CPWA® is the co-founder of Second 50 Financial, empowering successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, she is in the lifestyle preservation business. She and her team have developed a unique process to address the expanded needs of successful business owners and entrepreneurs who are enjoying a wonderful lifestyle and re...