Courtney and Morgan were featured on the XYPN Podcast!

Courtney and Morgan were featured on the XYPN Podcast!

by Trailhead Plan… on May 17, 2018

Trailhead Planners

Courtney and Morgan were featured on the XY Planning Network's Podcast! We had a great time discussing socially responsible investing, the 'why' of financial life planning, the ridiculous amount of training that into becoming a qualified financial planner, and why we started Trailhead Planners in the first place.  Enjoy!