MONEY WITHOUT MATH

Keeping it FRESH with Melissa Joy CFP®, CDFP®


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What do you get when you put two female financial advisors on a podcast episode?  A lot of FRESH perspective!  Melissa Joy, CFP®, CDFP® shares how her childhood experiences have shaped her work, and why check boxes don’t work when you’re looking for an advisor.

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MONEY WITHOUT MATHBy Karen Coyne, CFP®