Organizational Tools for Clients and their families
Angela will explore the pros and cons of various tools your clients can use to organize their planning documents, accounts, funeral plans, passwords, etc.
Angela started her career as a corporate accountant in Atlanta, GA. Upon moving to the Ithaca, NY area, she joined a major wire house in 1997 and began practicing as a financial advisor in 1998. Angela joined New Horizon Financial Strategies, a member of the Strebel Planning Group, in 2006 and became a partner in the firm in 2019. As a CERTIFIED FINANCIAL PLANNER™ professional, she has committed to the CFP Board’s ethical standards and puts her client’s interests first. She has extensive experience helping clients through financial planning strategies, including but not limited to wealth management, retirement planning, cash flow analysis, risk analysis, and estate planning.
