Our initial meeting will be a simple conversation to get to know each other. You'll learn about our processes, services, and potential costs. I'll get to better understand you and your goals. If a mutual need exists, there will be some "homework" involved for each of us to set expectations how we'll move forward together. My goal is to provide as transparent and realistic financial plans to fit your needs.
email Nate@pwpfr.com Call 888.526.8755
Advisory services offered through Strategic Asset Management, LLC.(SAM) a Registered Investment Advisor. SAM and Planning With Purpose For Real are not affiliated.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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