That’s one of the first questions the financial team at WealthSouth asks those who seek their assistance with financial planning. Why? That question leads to conversations that help you and a trusted advisor understand your unique goals and circumstances.
As Wealth Management Advisor Tim Yessin says, “A financial plan is not an end, but a beginning that includes consistent dialogue so your plan changes with your needs.”
If it’s been a while since you’ve thought about your financial plan or discussed your goals, this quick WealthSouth video can be a great conversation starter. Learn more.*