Life Planning in the News

If All You Want Is Money, These Financial Advisers Might Say ‘No Thanks’-Wall Street Journal

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“I’m not looking to help Tom and Nancy buy their fourth home and new yacht.”

Registered Life Planner® Leighann Miko, CFP® is interviewed in an article by The Wall Street Journal about personal financial advisors focused on charitable giving. Leighann founded Equalis Financial in 2016 with a focus on LGBTQ+ creatives and “people with large inheritances who want to give away most of their money.”

https://www.wsj.com/articles/financial-advisors-money-job-satisfaction-happiness-20c40e17?st=gzlgicg888qgj3e&reflink=desktopwebshare_permalink

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