Is your financial going to get you where you want to go? #FinancialFreedom
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Live for Today, Plan for Tomorrow.
-David Rae, CFP AIF
President / Founder DRM Wealth Management
david.rae@financialplannerLA.com
To start your investment plan, we just need to know a couple things about you: