Courtney and Morgan were featured on the XYPN Podcast!
by Trailhead Plan… on May 17, 2018
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!