Claire Fitz, CFP®, APMA®, CSRIC®, CDFA®’s Post

View profile for Claire Fitz, CFP®, APMA®, CSRIC®, CDFA®, graphic

Financial Advisor Managing Director of Kuttin Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

Key takeaway: plan ahead for the unexpected, then stick to the plan.

To view or add a comment, sign in

Explore topics