Deepening Relationships

Life Planning In The News / By

PFS POWER – Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins in this blog article for PFS POWER. He shares how his training as a Registered Life Planner® helps him connect more deeply with his clients. Credit: Amyr Rocha Lima

Deepening Relationships Read More »