Thought Leadership Roundtable

Welcome to IBJ's Thought Leadership series. We're talking with experts across all business sectors who want to engage with the Indianapolis business community about industry trends and to share advice and experiences. We are excited to bring their expertise to our readers.

Juli Erhart-Graves, CFP® President and Financial Planner Reify Wealth Advisors
Margaret Gooley, CFP® Vice President and Financial Planner Reify Wealth Advisors

Content sponsored by Reify Wealth Advisors

Financial Planning

Bringing a personal touch to financial planning

In this week’s Thought Leadership, Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.