Human Services, Anger Management and Financial Consultants
Working With An Advisor
Evaluating your current financial position and the events that have influenced the way in which you make money decisions
Gathering data and analyzing to project current and future needs. Establishing short and long-range goals and action plans for their achievement. Assigning “job descriptions” to assets to assure proper balance.
Continuously monitoring performance and re-adjusting as economic and personal changes cause the original perspective to change.