personal finance

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…