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Money Checkup with Anjali Jariwala

Jan 28, 2020

When it comes to financial planning, the default is to think that you’re just dealing with dollars and cents. In reality, it’s so much more than that. financial planning is about figuring out what you value in life, too.

In today’s episode, my guest, Scott Frank, CFA, CFP, of Stone Steps Financial talks about how...


Jan 14, 2020

Anjali Jariwala, CPA, CFP® is the founder of FIT Advisors. She works with physicians and business owners to build stable financial futures and use their money in ways that support their values. 

“Give yourself a year-end checkup just to make sure that you’re set for not only this year, but set up appropriately for...