In this episode, we sit down with Ann Marie and Courtney, seasoned financial advisors at Wealthwise Partners, to explore the unique strengths of being a woman in business and the importance of planning for future generations. They discuss the courage it takes to leave a stable environment to start a new venture and the profound impact that financial planning has on every aspect of life, from business to family. Ann Marie and Courtney, both mothers with a passion for health and wellness, and seasons financial planners, share their insights on creating and passing down wealth to the next generation. They emphasize the importance of small businesses as the backbone of our country and how they simplify complex financial decisions for their clients by understanding their priorities and guiding them with care and expertise. This episode is a must-listen for entrepreneurs, women in business, and anyone seeking financial clarity and empowerment.
