Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Karly joins the show to share how she got her start in the financial planning profession, developed a niche in tax planning, and how she landed where she is today. Listen in as she talks about the main functions of her role each day, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she secured her first role, made the transition from ...
Dec17
