2.
We’re not quite a fit to work together one-on-one...yet.
But we can tell you’re well on your way to becoming financially secure. In the future, we’d love to help you as you continue on your financial journey. For the time being, we’d love to give you our Financial Planning Handbook, filled with resources geared towards understanding the basics of financial planning. This Handbook will help you figure out where you are financially, as well as what you can do to start moving toward your goals.
Is your situation unique or do you have a particular question for us? Email us at hello@toujoursplanning.com and we’d love to guide you in the right direction.
*Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.