
Bond&Devick's Beyond the Numbers Podcast
Bond&Devick's Beyond the Numbers Podcast
B&D's Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz
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Kristine
Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner and Communications Director talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping their clients reach their dreams.