“We make adjustments, we reconnect. So, it's this ongoing process of conversation over time. We tell folks, it's a bit of a roadmap that we're helping you build. We know there's going to be potential roadblocks or changes in plans, that's totally fine. But we need to be able to make the adjustments along the way.” – Lane Clevenger

As team leader of Clevenger Financial in Joplin, Missouri, Lane Clevenger specializes in taking a holistic approach to financial well-being and in coordinating his clients’ unique financial goals. You don’t want to miss this jam-packed episode of Cambridge Stronger as Lane shares how his passion for building trusting relationships with his clients begins with leveraging a five-step approach, and what that process entails. Lane highlights how his family, specifically his father, played a role in his journey into the financial services industry. As someone passionate about work-life balance, Lane shares how his father also influenced his view on career flexibility at such a young age.

In Episode 204: Staying True to Your Core Values, Lane Clevenger joins Cambridge CEO Amy Webber to discuss:

• How his father played a role in his career
• His commitment to building relationships and outsourcing
• What flexibility means to him, and by extension, his family