Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money.
Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps to Making Smarter Choices with Your Money, is Mary Beth’s own blueprint of the exact money moves she teaches her clients in order to align finances with values.
In this episode we learn the financial advice for both millennials and women of all ages; how firms can be consciously diverse; and Mary Beth’s timeless advice for those looking to go into financial planning.
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