Ep22 - Budgeting with Natalie jo

Published: Dec. 7, 2018, 5:50 a.m.

In this episode we talk about why budgeting is so important and what out special guest Natalie did in her own wedding to budget her day.

Natalie's Bio:

I worked in banking, individual tax preparation, and Wealth Management.

Spent 5 years at a smaller wealth management firm based in Minneapolis.  During that time, obtained Certified Financial Planning Certificate.  In my current role, I work directly with clients as an Investment Counselor at Fisher Investments in Portland, Oregon.