Danielle Meister (Madrona Financial) x Main Management (Kim Arthur) | Partnership Perspectives скачать в хорошем качестве

Danielle Meister (Madrona Financial) x Main Management (Kim Arthur) | Partnership Perspectives

In this inaugural episode of their Partner Perspectives series, Kim Arthur (CEO & CIO of Main Management) sits down with Danielle Meister (Madrona Financial) to explore what it takes to build enduring financial plan, alongside why confidence, education, and proactive planning matter just as much as performance. Danielle shares the mission behind "Growing Her Wealth", her work helping families navigate major life transitions, and practical planning insights drawn from real client experiences. Together, Kim and Danielle discuss the behavioral and tax blind spots that can derail long-term outcomes and how strong advisor partnerships help keep clients focused on what matters most. ---------- Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans. Madrona Financial Services LLC. is an investment advisor registered with the U.S. Securities and Exchange Commission and Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Advisory services are only provided after receipt of disclosure documents and execution of an advisory agreement. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Our disclosure documents provide important information about fees, charges, and conflicts of interests. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.