Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about:
- How identifying her vision and her why for what she does has guided her decision making along the way
- What she does to holistically integrate all the needs for her clients with prosperity and intention as the common thread
- How she was able to prove that she didn’t need to run the business day to day
- The importance of living life from the inside out
- Her prediction for the future of financial planning
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- Listen to other episodes in this series.
- Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023.
- Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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AICPA Personal Financial Planning (PFP)