facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

VIDEO: Intro To Goals-Based Investing

In my practice, I partner with Wealthcare Capital Management (WCM) for the investment management and financial planning needs of my clients.

(Quick compliance note: WCM is a separate company and an outside vendor.)

WCM recently put together a one-minute video showcasing the goals-based investing & you-focused approach to financial planning that I utilize with my clients.

As a visual learner myself, I hope this video helps paint a picture of how our approach to financial planning can help you comfortably and confidently maintain your desired lifestyle.

If you'd like to see what your personal situation looks like, pick out a time that works for you and I'd be happy to show you.