She Conquers Capital – Registered Life Planner® Donna Rasile is interviewed by Stefanie Diaz of She Conquers Capital where she stresses the importance of being a Life Planner and how it enables her to understand a client’s emotional relationship with money and take the time to create a Life Plan with them when a client has an influx of capital. Credit: Stefanie Diaz & Donna Rasile – https://open.spotify.com/episode/0ZdPqQCvWkBNjvE4eg6k5S?
Life Planning in the News
Donna Rasile, Fintrust Capital Advisors, Wealth Creation and Preservation
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