Upbeat Wealth is proud to be a part of the XY Planning Network!
A little snippet:
“As someone who is passionate about my local community, it is my honor to serve those that are the bedrock of what makes our neighborhoods so special – our innovators, creators, and go-getters that bring us together and push us forward. Our goal is to provide them with financial guidance, confidence and resources so that they can focus on the things that excite and drive them.,” said Mike.
You can find the full press release here.
Mike Turi, CFP® APMA™ is the Founder and a Lead Financial Planner at Upbeat Wealth, a fee-only firm based in New Orleans and serving clients virtually across the country. He specializes in providing straightforward financial guidance to ambitious young families as they navigate life’s many milestones.
Do you have questions about what we shared in this post, or anything else in general? Feel free to schedule a free consultation or drop us a line!
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