Merino Mindset
Practical Views on Money and Life
Please join the Merino Wealth Team (Jessica Merino, Addie Pesche and Michael Prieve), along with our moderators, Susie Chau and Nicolette de Guia, in watching our What Is Financial Planning Virtual Panel.
Gain clarity about what financial planning is and entails, learn how Merino Wealth can help clients reach their financial goals, as well as how we may be able to help you.
Click the video below to begin watching!
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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…
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?
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