Are you on track towards retirement? Does your portfolio make sense for you? Are your investments OK? Do you have enough insurance? Is your estate plan all in order? Should you pay down debt? Are you preparing adequately for your child(ren)'s education?
A Power Planning Session is a few hours of time to review any financial questions you have and can address any topics you wish. We can either systematically go over all the core areas of your personal finances, or we can take a more free-form approach to discussing your most pressing concerns.
Colin Drake is a comprehensive wealth manager with Friedman & Associates in Novato, CA, where he cares for his clients' wealth and well-being by offering fun, personalized and comprehensive wealth management