Adam Cmejla, CFP®
Adam Cmejla, CFP®, is a CERTIFIED FINANCIAL PLANNER Practitioner and Founder of Integrated Planning & Wealth Management, LLC, an independent financial planning and investment management firm, serving as a personal and professional CFO for practice owners nationwide to ultimately help them “Plan life, on purpose.” For a number of free resources, visit https://integratedpwm.com/ and check out the “20/20 Money Podcast” to get more tips on making educated and informed financial and business decisions.
Knowing which metrics to track and how frequently to monitor them can help your practice become more profitable.
By Adam Cmejla, CFP®
July 5, 2023