Vision Casting

Do you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them back to the drawing board to recraft their future growth plans for the firm. They relate this experience to that of families they serve that are growing and changing. Katie and Dennis encourage couples to look at their financial planning with the same kind of reflection and how a financial advisor can help with vision casting.

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