Serving Younger Clientele with Project-Based Planning
Dec 07 2021
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning (https://assistfp.com/), a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.