Financial Planners: Managing Modest Means

Jun 22, 2015

Advice on money management often seems geared towards the affluent. On this edition of Up To Date, a panel of financial planners give advice on managing and improving finances for those of modest means. 


  • Sandi Weaver is a CPA and owner of Financial Security Advisors.
  • David Jackson is with the Financial Planning Association.
  • Alex Petrovic is a financial planner and founder of Petrovic Financial Services