Is your Financial Plan aligned with your Goals?
When markets turn as volatile and confusing as they have in the past, even patient investors may come to question the wisdom of the investment plan they've been following. You may have come to the realization that you believed you had a good plan when in fact, you don't. As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.”
What we offer...A cup of coffee and a Second Opinion from a Board Certified Financial Planner (CFP®)
To start your investment plan, we just need to know a couple things about you:
