It's about aligning every aspect of your financial picture with your needs today and goals for the future. As a small firm with a dedication to your financial well-being, we work one-on-one with you and your loved ones to understand your "why" behind your wealth. Whatever serves as your driving force toward finding financial freedom becomes our driving force.
We believe financial advice is about having a plan that is customized to reflect your life's goals beyond just your finances.
We believe financial advice is about having a plan that is customized to reflect your life's goals beyond just your finances.
Services
Selecting the right advisor for you and your family shouldn't feel like a leap of faith - it needs to be a decision you make comfortably and confidently. That's why we take our time in explaining who we are, what we believe in and how we can bring value to your financial life. In return, we need you to paint a picture of your current financial standings and goals for the future.
I read a piece in the Mayo Clinic Health Letter that I found helpful and thought I would share some of their suggestions in hopes that you may find them useful one day. Connect regularly. Send frequent, short notes, text messages or perhaps make short phone calls at times you know to be good for the friend.
Reviews
Be the first to review Wollman Wealth Designs.
Write a Review
