Beth Greulich (CDFA, CFP®)
Detailed financial planning and coaching. Budgeting. College Planning. Investment education. 6 years of Level 2 VITA tax preparation experience
I was drawn to this field because my personal experience with "Financial Advisors" had been very disappointing, with a high pressure, "you don't need to worry about this" attitude.
With my clients, my priorities are on the education and planning portions of our relationship, not simply the dollars and cents. Most of my clients are female, independent thinkers who want to understand what we are doing with their money and why.
NAPFA Start Date
May 09, 2016