Questions to be asking in the New Normal
With the pandemic and new normal, I would suggest it is essential each individual and/or household review their financial plan. Click here for some of the financial planning questions which you may wish to consider.
I can meet with you virtually at a convenient time for you. In addition, when comfortable to do so, I am regularly in four urban areas, Tucson/Phoenix, AZ, Big Sky/Bozeman, MT, Minneapolis, MN, Portland,OR.