Accounting Concentration Strategic Planning Tax Planning 
Spreadym
NOVEMBER 3, 2023
Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. This may involve contributing to retirement accounts (e.g., Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. and "How will we get there?"
CFO News Room
NOVEMBER 29, 2022
And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.
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