Month: March 2020

From Dream Crusher to Valentine's Gift. What does having a Financial Planner mean to you?

From Dream Crusher to Valentine’s Gift

Two meetings, two titles. How do I reconcile the two? Some days, yes, we are the Dream Crushers, advising clients to not take a path they so desire. And sometimes, we are hopefully a gift to our clients, guiding them in financial matters that bring long-term financial peace.