May, 2018 – WI57 – Girl Talk
What is financial independence?
What is the first step in starting to plan?
What holds people back from starting?
What is financial independence?
What is the first step in starting to plan?
What holds people back from starting?
When to Hire a Financial Planner
Why pay a person when you can get a Robo?
Do you need to be near retirement to get an adviser?
What about when emotions get in the way?
What’s the first thing people ask me?
How to find someone you can trust.
How to survive a volatile market.
What about market timing?
What holds people back from seeking a financial adviser?
Is a volatile market a good time to invest or seek help?
Resources to find an adviser.
“Can’t I just ‘Google’ it?”
Do all financial advisers do financial planning?
What surprises people about financial planning?
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704