There are two fundamentals to a great strategy. Grasping the big picture. And meshing together all the pieces needed to develop it. Something that comes naturally to Bethany.
It is a strength that is particularly important to one of Bethany’s key areas of interest – advising family businesses. “I am intrigued by the importance and intricacies of creating a financial roadmap that spans many generations – and crosses the spectrum from writing a family mission statement to establishing a family philanthropy program.”
Speaking of roadmaps, take one look at her passport and you’ll see she is a woman intent on soaking up the world. Her love of the outdoors has taken her skiing in the Austrian Alps and climbing Germany’s highest peak. Her love of culture to Barcelona, Berlin and Budapest.
Articles Quoting Us
Family History and Finances
SC Public Radio
25 Fast Financial Fixes
Susannah Snider
10 tips to stretch your college dollar: A crash course for cash-strapped students
FPASV.org
It's never too early—or late—to plan for your retirement years
CNBC.com
Philanthropy is good business
MidlandsBiz
Your estate plan: What’s the role of your Will?
MidlandsBiz
Dealing with credit and debit card theft
MidlandsBiz
A winning team
MidlandsBiz
Your credit score: What is it and how to raise it
MidlandsBiz
Clients Are Minding Your P’s and Q’s
FinancialAdvisorIQ.com
How the virtual office creates tangible opportunity
Financial-Planning.com
How to Start Saving Money
MagnifyMoney.com
Bethany Recommends
The One-Page Financial Plan
Carl Richards
Freakonomics
Steven D. Levitt and Stephen J. Dubner
I Am Malala
Malala Yousafzai
Blink
Malcolm Gladwell
