Ep 159. Take control of your financial planning with Guest Alison Stine

Alison Stine is the Founder of Stine Wealth Management located in Scottsdale, AZ. Alison has been a Financial Advisor for over a decade and holds the CERTIFIED FINANCIAL PLANNER™ certification. She was named a 2022 Most Admired Leader by the Phoenix Business Journal and 2023 100 Women to KNOW in America by The KNOW Women. Alison loves to give back and is very involved in the community. 

 

 

 

 

In this episode we talk about:

 

[2:05] How Alison ended up going out on her own as a Financial Planner

[6:35] How Alison found the clients she wants to work with 

[13:00] How to think about investing your money

[18:15] Find a mentor who can help you 

[22:35] Connect with Alison

 

 

 

 

 

Connect with Alison:

www.stinewealthmanagement.com

Facebook @stinewealthmanagement 

 

 

 

 

Connect with Sara Mayer:

Instagram @saramayerconsulting

Facebook @saracmayerconsulting

LinkedIn @saramayerconsulting