Already have the book from Amazon? Get access to the free resources and templates that will help you build your very own financial plan!
2. Wondering how to sort through all the information out there? This book cuts through the crap, breaks down steps into specific homework assignments along the way and leaves you with confidence and clarity in your financial life
4. Foreword by Jess Lively!
About the Author
As a financial expert, Mary Beth makes appearances on NBC and has been quoted in The Wall Street Journal, Forbes, Investment News, Yahoo! Finance, MSN Money, and many more. She is an active member of the Financial Planning Association and the NexGen Financial Planner community. Among her many accolades, Mary Beth has been recognized as a 2013 Emerging Generation: 25 In Their 20’s by the San Diego Business Journal, a 2014 San Diego Young Influentials, and was named as one of the industry’s 40 Under 40 for 2015 by Investment News.