Focus & Freedom For Entrepreneurs
FF125: Strategic Wealth Management with Tracey Lundell
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:22:30
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Sinopse
In this episode, Tracey Lundell shares her expertise in wealth management and being strategically aligned with your business and life values. When you are in alignment you’ll be more successful and happier. Highlights From This Episode: It all starts with your values that carry through your life and business A quarterly and monthly roadmap put into play to meet your goals Setting up financially so you can go live your life and do extraordinary things Structure everything so you get to your goal fastest and the most efficient way Dream something that is big, that you can attain, take those little steps and the whole journey can be really, really exciting and fun Links & Resources From This Episode: Learn more: Sea Glass Wealth More About Tracey Lundell Tracey Lundell is a Senior Investment Advisor with Sea Glass Wealth Advisory Group, part of Harbourfront Wealth Management. She was born and raised on Vancouver’s North Shore and is pleased to be serving clients across British Columbia and Ontario. Tr