Groups
Groups
Sign in
Groups
Groups
ODs Financial Focus
Conversations
About
Send feedback
Help
ODs Financial Focus
Contact owners and managers
1–4 of 4
Mark all as read
Report group
0 selected
Kristi Allan
Jun 22
Become Brilliant at the Basics - Cash Flow Worksheet
There's a bit of a negative vibe around the word budget. Or maybe that's just me. It often
unread,
Become Brilliant at the Basics - Cash Flow Worksheet
There's a bit of a negative vibe around the word budget. Or maybe that's just me. It often
Jun 22
Kristi Allan
Jun 20
Financial Exam Discovery Call
Thanks again for booking your Financial Focus Exam. I'm looking forward to connecting and
unread,
Financial Exam Discovery Call
Thanks again for booking your Financial Focus Exam. I'm looking forward to connecting and
Jun 20
Kristi Allan
Jun 20
What to Expect Working with Me
✨ Working Together: What to Expect I'm glad you're here. My goal is to help you make
unread,
What to Expect Working with Me
✨ Working Together: What to Expect I'm glad you're here. My goal is to help you make
Jun 20
Kristi Allan
Jun 7
5 Tips for Financial Freedom
I'm Kristi Allan, a financial planner who specializes in working with optometrists and also a
unread,
5 Tips for Financial Freedom
I'm Kristi Allan, a financial planner who specializes in working with optometrists and also a
Jun 7