Webcast Recorded June 27, 2019
Many of us have fragmented financial lives — with many accounts for many services. So it’s important to get organized to understand where we are today, before we can create a comprehensive financial plan for achieving goals we’ve set.
Please join us for a live, hands-on webcast on organizing finances for fiduciary financial planning. We’ll discuss the steps we take to help clients get their finances in order, and share some tools we use to help.