What we're about

We will meet over coffee and have a discussion about various topics that could impact your financial plan. Topics could include: Cash Flow Planning, How to maintain good Credit, Debt Management, Market outlooks, Investment Planning, Retirement Planing, Estate Planning, etc...

What this group will not be: A sales pitch. As a Certified Financial Planner Professional, I want to help improve their understanding of financial products and services, but will not solicit business at these meetings. If you want to schedule a one-on-one meeting afterwards, we can discuss that. This meeting will also not offer individual advice (this would require a more in depth, one-on-one discussion, but we will speak in generalities.

Upcoming events

No upcoming events