Finance Basics

Resource Type: Survival Tool

Discovery Resource #

Resource Category Wealth Management

Category Description: Tools and tips for spending and investing wisely

Jean Wolfe, CIMA, CPWA Resource Author Jean Wolfe, CIMA, CPWA

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Objectives:

• Learn the best practices for planning a rewarding financial future.
• Discover how spending and savings should go hand in hand with your needs, wants and dreams.

Resource Author:  Jean Wolfe

Jean Wolfe, CIMA, CPWA
Ms. Wolfe is a principal senior wealth advisor at CliftonLarsonAllen Financial, LLC, where she provides financial planning and investment advice to high-net-worth individuals and investment consulting to institutions. With 22 years of financial planning experience, she specializes in guiding physicians and healthcare professionals in building comprehensive financial plans to incorporate both life planning and wealth creation goals. She earned her bachelor’s degree from St. Cloud State University.