Events

• Do you have a written plan for how you’ll reach your financial goals?
• Do you hope to retire in the next 5-10 years but need greater confidence that you’ll be able to?
• Have you recently changed jobs or accepted a buyout and want advice for what to do financially to best position yourself for the future?
• Do you wish your spouse was more involved in your long-term financial conversations?

If any of these describe you, you can request a complimentary consultation (in-person or virtual) with Samantha.