What Is Financial Planning

Merino Wealth’s 2019 Financial Kickoff!

Merino Wealth’s 2019 Financial Kickoff!

Our theme was “What is Financial Planning?” We realized that Merino Wealth’s approach to financial planning can come across as a fuzzy concept. Many times it leads to the question “so what do you DO for clients?” To prepare for the event I looked at our approach from all angles. The outcome of financial planning is different from client to client, but I noticed some top benefits…

"What Do They Actually Do For Their Clients?"

"What Do They Actually Do For Their Clients?"

This is a really fun and exciting time around our office. After spending time with our loved ones for the holidays, we are back at work with New Year’s Resolutions and a new tax year. Through our financial planning process, it’s our goal to help clients make more comfortable and confident financial decisions. So when someone reaches out to us this January, we want to make all this money stuff easier. But what does that actually mean?