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Accessible FinancialGuidance for All: This is my favorite quality of being a Garrett Planning Network advisor – with fees structured as flat or on an hourly basis, MainStreet provides accessible options for individuals at every stage of their financial journey.
Recent research 1 found that there is a large population of Americans interested in financialguidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.
Working with a personal financial advisor that offers comprehensive services is sensible, especially if you have various concerns. Typically, these advisors are skilled in multiple areas, such as general wealth management or estateplanning. How do they communicate with clients (i.e. email or phone call)? .
. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives.
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives. . // CASE STUDY #1. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.
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