Stacia Waren

Boise, Idaho

Active 504d ago

Bio: Founder, Finology Software

Active 26d ago

Bio: I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

1-2 of 2

@stacia-waren-6707

The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Active 546d ago

Joined Jan 15, 2024

INFJ