April 2021 NAPFA Advisor Magazine - Full Issue-April 2021 NAPFA Advisor Magazine

April 2021 NAPFA Advisor Magazine - Full Issue

Pdf Summary

To create a diverse and inclusive culture in financial planning, assess current diversity, understand the reasons behind it, and develop an action plan with initiatives like training, hiring improvements, and community engagement. Attainable Wealth is a fee-only firm led by Inga Timmerman that serves academic professionals in California. Timmerman values work-life balance and manages her responsibilities through time-blocking and flexible scheduling.

Keywords

diverse and inclusive culture

financial planning

assess current diversity

action plan

training

hiring improvements

community engagement

Attainable Wealth

Inga Timmerman

work-life balance