Planning Videos

June Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

May Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

April Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

March Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

February Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

January Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

December Financial Five – 2018 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™

CONCENTRIC PRIVATE WEALTH™ – November Financial Five – 2018 CFP®

CONCENTRIC PRIVATE WEALTH™ – October Financial Five – 2018 CFP®

CONCENTRIC PRIVATE WEALTH™ – September Financial Five – 2018 CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.