To illustrate that it's important to understand what it's like to be one of our clients.

Walking in Our Clients’ Shoes

Karen Caccavo Life Lessons, Working with Clients, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]