Helping our clients navigate the road ahead
- 2 hr2 hours
- Price variesPrice varies
- Client determined location, or online
A 360-degree examination of personal financial wellbeing, we'll begin by discussing your current financial position, life goals, attitudes toward risk and return, and expectations for the future. Using the quantitative and qualitative outputs of this discovery process, we'll create a roadmap of your plan to help you take your next steps on the road ahead. Clients can then manage their own plan, or engage goodstead as their investment advisor.
Lincoln House 113 Woodbury Road, Washington, CT, USA