Making a financial plan work for you

During this dynamic conversation, Tiffany Dufu of The Cru and Merrill leader Jen Auerbach-Rodriguez share their personal experiences and perspectives on the most important steps to creating a strong financial plan – and how to stay on track.

“I don't need to have all the answers. I just need to have good professionals in my life to help me,” says Jen Auerbach-Rodriguez, Managing Director, Strategic Growth and Client Development Executive in her interview with Tiffany Dufu, CEO and founder of The Cru. In this engaging conversation, hear tips on how to know if your finances are on track, how to financially prepare for the unexpected, and how to find an advisor that’s the right fit for you. “Everybody has a financial life,” Auerbach-Rodriguez says. “You should have a plan that goes with it.”

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