Welcome to
Design Your
Destiny!
FINAL DETAILS BEFORE YOU START THE COURSE!
Welcome to Wife2CFO! One Last Thing Before We Start...
IMPORTANT: Please Sign Client Agreement
CLICK BELOW TO SIGN AGREEMENT
Wife2CFO is an offering from Source Financial Advisors, an SEC registered investment adviser. Michelle Smith is the CEO of Source Financial Advisors and Founder of Wife2CFO.
The SEC requires that when we are advising on the topic of finance, as we do in the Wife2CFO program, we must have a client agreement on file in order to establish a formal and accountable relationship to you and operate in full transparency.
Please take a moment now to sign this required client agreement. As soon as it is signed, you will quickly create an account and be able to begin the course!
Source Financial Advisors
545 Fifth Avenue, Suite 1100
New York, NY 10017
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