S2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning business episode artwork

EPISODE · Jan 6, 2022 · 27 MIN

S2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning business

from Your Financial Planning Maestro · host Jacqueline Lockie

In this week's episode we talk to Louise Sagar CFP™, Live Vitae Financial Planning, who went on quite a journey to gain her Certified Financial Planner certification. In this frank discussion she shares her journey and experiences and explains how becoming a paraplanner started her journey to CFP and with a young family, lead her ultimately to start her own lifestyle business. Louise offers invaluable tips for those embarking on the CFP in the UK and also offers some sound advice to those juggling a young family and trying to progress their career. Louise Sagar CFP™ bio: Louise has worked in financial services since 2003 and during that time has passed a number of different qualifications. She is both a Chartered and Certified Financial Planner and also Fellow of the Personal Finance Society.   Louise has recently set up her own financial planning business – Live Vitae Financial Planning, building a brand in line with the values that are important to her. Website: LockieConsultants

Episode metadata supplied by the publisher feed · Published Jan 6, 2022

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S2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning business

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