"Kristi, your presentation was informative, instructive, motivating and fun! What an awesome combination! The exercises you created really work and will be invaluable in helping us succeed with our personal and professional goals."

Michael Bonham, CIC, CPIW, Account Manager
Heffernan Insurance

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Talk Resonates with Financial Women of SF

(posted: February 5th, 2018)

I recenlty spoke to the Financial Women of San Francisco, giving my talk on Personal Strategic Planning, in which I take the traditional strategic planning process used by organizations and apply it to your own individual goals and dreams.

The Financial Women were the kind of audience a speaker hopes for, attentive and engaged, asking questions and jumping into the activities with enthusiasm, and we all had a wonderful evening.

Linda Wagner, MarCom Co-Chair for FWSF, took photos and wrote a review of the event for the FWSF news page that I'd like to share with you. While I have 7 steps in my Personal Strategic Planning process, Linda came away from the talk with TEN things that made an impression on her. I encourage you to read her short recap, as I think her perspective adds to the experience.

You'll find the FWSF Personal Strategic Planning Recap here.