Cary Carbonaro aka “The Money Queen” is a Certified Financial Planner with an MBA in finance, and has over 25 years of experience in financial services. In 2014, she was named an Ambassador for the CFP® Board, one of only 50 in the United States.
What you’ll learn in this episode
- What financial planning really is
- The first step in a successful financial plan
- Why your financial plan needs to be individualized
Book: The Money Queen’s Guide
How to connect with Cary: