I embrace my fiduciary duty to clients and believe that the best path to help you reach your life’s goals is through a comprehensive planning approach that coordinates each facet of your financial life. We start each engagement with an in-depth conversation about your goals and aspirations. Next, we collaborate to customize a plan that incorporates your resources, current and future, into achieving your life’s dreams. From there we continue our work together to maintain and adjust your plan as “life happens”, and to help you navigate each of your key personal and career transitions along the way.
The Importance of Goal Setting as it Relates to your Portfolio
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the