Courtney and Morgan were featured on the XYPN Podcast!

Trailhead Planners LLC |

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!  

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