Financial Solutions For A Fulfilling Life with Kaitlyn Laney
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From Division 1 goalie to award-winning financial advisor, Kaitlyn Laney's journey is all about grit, determination, and mastering finances. In this episode, Kaitlyn shares her inspiring story and gives practical advice on managing money for business owners, families, and individuals.
Kaitlyn's expertise includes important topics like tax-saving strategies, understanding cash flow, and creating a strong financial foundation. With awards like the Rising Star Award from Intel and the Woman Business Owner Award from Nabisco, Kaitlyn offers valuable knowledge to help you make better financial decisions.
Whether you're an entrepreneur, a dreamer, or seeking financial stability, this episode will guide you toward better financial choices. Don't miss this chance to transform your financial future!
WATCH ▶️ Financial Solutions For A Fulfilling Life with Kaitlyn Laney
Kaitlyn Laney, CFP is a Certified Financial Planner in Greater Scottsdale, Arizona, with over a decade of experience. She helps individuals, families, and small business owners take proactive steps to secure their financial futures, ensuring their retirement and legacy are protected. Specializing in asset allocation and tax-efficient investment strategies, she constructs diversified portfolios tailored to her client's unique goals and risk tolerance. Outside of work, Kaitlyn enjoys family time with her husband Max, and son Landon, and they actively support their church and local charities.
Secure your financial future with Trek Wealth Solutions:
https://www.mytrekwealth.com/staff/kaitlyn-laney/
Connect with Kaitlyn Laney:
LinkedIn: https://www.linkedin.com/in/kaitlynlaney/
Facebook: https://www.facebook.com/trekwealth
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