-
Wine Philosophy by a Charleston Financial Planner
By Tiffany Ritchie, CERTIFIED FINANCIAL PLANNER professional at Morris Financial Concepts Wine lovers know that the perfect glass of wine isn’t just about the drink…
A little indulgence is acceptable now and again, especially when you know the positive status of your financial wellbeing. Meet up with friends to savor a glass of aromatic wine or pour yourself a glass of your favorite whiskey. Enjoy what life has to offer and rest easy knowing that your financial plan allows you to take part in these activities without worry.
By Tiffany Ritchie, CERTIFIED FINANCIAL PLANNER professional at Morris Financial Concepts Wine lovers know that the perfect glass of wine isn’t just about the drink…
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.