When was the last time you did a detailed check-in on your financial progress and projection?
In this week's episode, we chat with Certified Financial Planner™ Casey Peterson about the financial fundamentals our future selves will thank us for! It's easy to get caught up in the shiny, new thing, but this week we get rooted in the basics --plus talk mindset development to win in the long run.
Born and Raised in Raleigh, NC, Casey Peterson started a Financial Planning practice from scratch and has now helped to build Pure Wealth Strategies, a financial planning business targeting high-achieving accumulation clients, high-net-worth individuals, and retirees looking to maximize their money. Casey helps clients think through what they want and build a plan to help them achieve it so they can have a "higher return on life."
Looking for a financial planner? Connect with Casey at casey.peterson@nm.com or visit purewealthstrategies.com.
Email us questions or submit a shout out for The Page of Your Diary @ diariesofhighachievers@gmail.com.
Follow our IG page: https://www.instagram.com/diariesofhighachievers
Follow our Facebook page: https://www.facebook.com/diariesofhighachievers
Follow our personal pages: https://www.instagram.com/courageouscorey_ // https://www.instagram.com/olicia_ops
When was the last time you did a detailed check-in on your financial progress and projection?
In this week's episode, we chat with Certified Financial Planner™ Casey Peterson about the financial fundamentals our future selves will thank us for! It's easy to get caught up in the shiny, new thing, but this week we get rooted in the basics --plus talk mindset development to win in the long run.
Born and Raised in Raleigh, NC, Casey Peterson started a Financial Planning practice from scratch and has now helped to build Pure Wealth Strategies, a financial planning business targeting high-achieving accumulation clients, high-net-worth individuals, and retirees looking to maximize their money. Casey helps clients think through what they want and build a plan to help them achieve it so they can have a "higher return on life."
Looking for a financial planner? Connect with Casey at casey.peterson@nm.com or visit purewealthstrategies.com.
Email us questions or submit a shout out for The Page of Your Diary @ diariesofhighachievers@gmail.com.
Follow our IG page: https://www.instagram.com/diariesofhighachievers
Follow our Facebook page: https://www.facebook.com/diariesofhighachievers
Follow our personal pages: https://www.instagram.com/courageouscorey_ // https://www.instagram.com/olicia_ops