Financial Planning First: Chapter 1

CHAPTER ONE

Discovery: What does money mean to you?

Senior financial advisors Chip Pyfer and Sarah Wotherspoon share the key component to creating an effective financial plan: working with an advisor who understands you and your goals, wishes, and needs. They also discuss why it’s beneficial to you to have a financial plan in place before investing your portfolio.
(5 min.)

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.