What Does it Mean
To Work With Massie Financial Planning?
Financial planning is an ongoing process and, like a series of good therapy sessions, should help you to feel clear about your path ahead. Our team is focused on learning about you in order to offer knowledgeable guidance and apply meaning to your wealth picture. Together, we’ll design a personalized plan to help you accomplish the goals you have in mind as you tackle the moment you’re in.
While Every Client Is Different
Here’s an Overview of What To Expect:
Deeper Dive Meeting
Onboarding Meetings to Implement Plan
Maintaining Our Relationship