Business
Today, Heritage Financial's Shanna Tingom is joined by colleague Carrie Nelson of Atlas Point.Carrie takes us through her background, a 20 year career that included stops at EY and Experian. She realized that it was important to have more meaningful financial conversations, particularly between advisors and clients. Atlas Point began looking at the psychology of money, and how to overcome challenges on both sides of the relationship.Atlas point deals in behavioral finance and character science, and Carrie walks us through how those relate to your money.More info:Atlas Point Website: https://theatlaspoint.com/https://theatlaspoint.com/Heritage Financial Website: https://www.heritagefinancialaz.com/