Jill is a savvy business owner who made a resolution that 2016 was the year she was going to get on top of her finances. So she got all of her information together, had a portfolio review, made the initial appointment with her attorney.... and then life got in the way. 18 months later, the estate planning papers are still sitting in a pile on her desk!
Most of us can relate to having a desire to get our financial house in order - and most of us can also identify with procrastinating on getting it done! If you are ready to get your ducks in a row, Mary Sterk will guide you through some of the most important pieces of a strong financial strategy. Month by month you can take concrete action steps to get your financial ducks all in a row.