Your Next Step
- Is your financial strategy working for you?
- What are your financial goals? Retirement? College?
- Do you have a financial plan*?
- When was the last time your plan was reviewed and updated?
Changes in your life, financial markets and tax laws affect your financial plan*. Together you and I can develop a financial plan* that will help you gain control of your current and future finances. As the advisor for your financial health, I will work with you to understand your financial goals and develop strategies and a financial plan that will keep your goals a priority. What can you expect from working with Deborah Campbell and how should you begin to prepare for your future?
- NO-FEE CONSULTATION
We begin with an initial appointment to discuss your past experiences, present situation and your future goals. From this meeting, we establish your financial profile and your objectives.
- PLAN DEVELOPMENT
Utilizing some of the industry's most advanced financial resources, Deborah will develop an in-depth plan tailored to your unique situation.
- PLAN PRESENTATION
A second meeting is held during which your financial plan will be presented, discussed and questions answered.
Your investment portfolio will be established and allocated to focus on meeting each individual goal. Your portfolio will be monitored and adjustments will be made to accommodate changes in both the market and your individual needs.