From Financial Integrity
Location: Pismo Beach, CA
Geographic Area: United States: Pacific time zone
A nationally recognized author, speaker and expert in financial planning, Judi Martindale has been named one of America's top 250 financial planners by Worth magazine.
At Martindale & Assoc., we work with you to achieve balance in your life. In a relaxing environment, we communicate honestly and openly about your perceptions about money and life and then jointly craft a unique plan where your financial wealth and personal wealth work together. We use the latest tools and techniques that include lively conversations, in-depth assignments, exercises and follow-up sessions. For many of our clients, our Retreat House offers the perfect place to conduct this exploration. During the two days of sessions, there's plenty of time to talk, plan and reflect in our beachside retreat. Our work can also be customized to fit around your busy schedule, spreading out the exercises over the period of a week or two. See http://www.judimartindale.com for more information.
This speaker has committed to abide by the Financial Integrity Speaker’s Agreement