Carrie McPherson from BeaconPoint Wealth Advisors will walk you through the financial planning process. She will work with you to help you achieve all ofyour financial goals.Carrie has a specialization in working with special needs families. 

Carrie will use a 6 step process to identify your goals and prioritize your objectives, she'll work to gather information by going over your records, analyze information by looking at all aspects of your financial life, propose recommendations, decide how to work together and identify products and services that are right for you, and track ongoing progress. 

This gift certificate is in the amount of up to $1000 to cover your basic financial planning fee paid in full.