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Women in Investing: How to Take Charge of Your Financial Future

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Financial Planning | Life Planning
Reaching Your Summit
Reaching the Summit

In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED FINANCIAL PLANNER and Director of Wealth Management, discusses more details of the Financial Planning process. It all begins with a conversation to understand your goals and aspirations. An effective plan doesn’t end there.

It requires gathering and reviewing your financial documents, considering all planned outcomes, and unplanned events, and revisiting as those things as they change. An effective plan is monitored regularly and revisited annually as your financial picture – your life picture – evolves. All in an effort to guide you to your personal summit.

Listen in to learn more.

 

https://vimeo.com/522947513

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice. Captions are automatically generated. Please excuse any errors or inconsistencies.

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Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

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