A Wescott Educuational Series
In this episode, Wescott's Director of Financial Planning Standards, Susan Green, is joined by Wescott Senior Financial Advisor and Tax Alpha Group member, Robert Waskiewicz, to focus on tax planning and illustrate Wescott's tax profiles.
In this episode, Wescott's Director of Financial Planning Standards, Susan Green, helps us focus in on your estate plan. Susan walks us through the basics of various estate planning documents, and when they are used.
In this episode, Wescott's Director of Financial Planning, Susan Green, is joined by Chief Investment Officer, Mark McCarron, to discuss the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.
In this episode, Wescott's Director of Financial Planning Standards, Susan Green, walks us through Wescott's analysis of your cash flow with three simple questions: Where are you, where do you want to go, and how do we get there?
In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.
In the first episode of our financial planning educational series, Wescott's Chief Executive Officer, Grant Rawdin, and Director of Financial Planning Standards, Susan Green, discuss the firm's core financial planning mission.
