In this episode, we look at wealth planning, investing, entrepreneurship and business building with a fast-growing financial duo.
Liz welcomes to the podcast business partners and friends, Cristina Livadary and Stephanie Bucko. Cristina and Stephanie are the co-founders of Mana Financial Life Design, a financial planning firm that aims to build deep client relationships, change attitudes towards spending, and democratize financial advice. Cristina, Stephanie and Liz talk about the current state of the financial services industry, why they started Mana Financial and how it’s grown over the past year, and how they work with the Zen Money concept in their company. Finally, Cristina and Stephanie speak to the importance of having fun while serving clients to the best of their ability.