In this video Catherine shares the 7 benefits of a Financial Plan so you can get savvy about your finances without living like a spartan.FREE Webinar: Becoming a Seriously Savvy Woman Learn what you need to do to become financially empowered… so you can accomplish...
We all have things that we would like to achieve before we die. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than Cara and Peter in the...
Click on the image above to view this video. Estate Planning - What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare...
If you want to turn your ideas into reality, transform your business authentic to who you are and design the life you’ve always desired. Then you should watch this discussion between Catherine Magaña, CFP® and Corryn Kivett.
In this quick minute, they discuss the most common mistake that every business owner should avoid.
Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss the most common mistake that every business owner should avoid.
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