CONNECT

Address:

3591 Sacramento Dr Ste 102 ,
San Luis Obispo, CA 93401

Phone:

805-544-4088

Getting Started

  1. Identify all your unique Goals and select the importance of each.
  2. Identify the resources that will help fund your goals.
  3. Determine the balance of Risk and Return that is right for you.
  4. Create your personal Lifestyle Plan.
  5. Review and discuss your plan results.
  6. Prioritize and Implement your Action Plan

The true power of your Lifestyle Plan doesn’t come from doing it all at once and forgetting it. Planning is an ongoing process. Your plan must be reviewed and updated at least once a year, and more often if you have significant changes in your Goals. Updating your plan regularly is the best way to put current events in perspective, decide what changes are appropriate, and strengthen your confidence in the future.


ENJOY LIFE TODAY – WITHOUT GIVING UP YOUR DREAMS.

 

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Check the background of this financial professional on FINRA's BrokerCheck