Listen to our on-demand webinar, featuring Anjali Jariwala, CPA and CFP®, founder of FIT Advisors, a financial planning firm serving physicians and business owners virtually across the US. Anjali was named one of Investment News Top 40 under 40 for 2019 and named one of Financial Advisor magazine’s Young Advisors To Watch for 2020.
After this webinar, you will:
- Learn how to better understand your goals and values so that you can align your money with what is most important to you (versus what you perceive you should spend money on).
- Realize why and how your money script impacts your financial goals.
- Discuss how to create a checklist for healthy finances, investing, and maximizing cash flow.
Resources Recommended by Anjali Jariwala, CPA and CFP®.
- The Investment Answer by Murray and Goldie
- Intelligent Investor by Graham and Zweig
- Millionaire Next Door
- The White Coat Investor Book
- Confidence Code by Kay and Shipman
- You’re So Money, When She Makes More, Be Money Smart by Farnoosh Torabi
- Seven Stages of Money Maturity and Life Planning for You by George Kinder
- Work Your Wealth by Mary Beth Storjohann
- Anjali’s podcast covers all money topics that are commonly seen in her physician client base. Money Checkup Podcast