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.
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.
