YeBu® News & Events

As noted in the previous Digest, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Sabina Smailhodzic, Russell Kroeger, Camille Bouvet, and Cody Daniels) attended the 2015 FPA Far West Round-Up Conference (FWR) on the UC Santa Cruz…

Topics: Financial Planning, YeBu® News & Events

When meeting with clients, we explore their personal history by asking questions like the following:* Tell us about your family during the years you were growing up. When you were growing up, your mother taught you that money was . . . When you were growing up,...
Topics: Financial Planning, YeBu® News & Events