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.

In reviewing your plan, I would also suggest it is in your best interests to review your financial plan with a fee-only independent financial planner who is a CFP®.  

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.

To start the process, contact me today.  Click here for information on Fees & Services.