gwc-logo

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

Learn More
All Posts
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.

Related Posts

Understanding Trump Accounts: Your Guide to Section 530A
Understanding Trump Accounts:
Your Guide to Section 530A

ABOUT THE AUTHOR: John Cooper,  Senior Private Client AdvisorJohn is steeped in the Carolina tradition of helping one’s neighbor. As a Senior Private Client Advisor, he enjoys exercising his neighborly skills by listening to clients about their hopes, dreams, and...

More Than Stock-Picking: Management Options 101
More Than Stock-Picking:
Management Options 101

“We provide a comprehensive and consultative approach to investment management.” Now, what does that actually mean? Nowadays, it seems like “Investment Management” could describe nearly anything: a stock picker reacting to another meme stock a robo-investor following...

Make It, Don’t Break It: The Expansion Phase
Make It, Don’t Break It:
The Expansion Phase

The financial issues confronting small business owners are anything but small. Often, you are juggling the intricacies of day-to-day operations while managing marketing, real estate, hiring, and a volatile market. And it doesn’t seem easier after you’ve survived the...

Greenwood Capital

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.

Greenville Office

201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425

Greenwood Office

425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049

Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.

© 2026 Greenwood Capital. All Rights Reserved. Managed by Engenius.