Keeping Track of Your Financial Plan

In a recent interview with WFSB – Channel 3 Eyewitness News, Jessica Dodge discussed how you can take control of your financial plan.

While setting goals inside of your business and personal lives may seem separate, the two are very intertwined. This is why addressing both at the same time is so critical for business owners.

As an advisor, we continuously check in on your goals to ensure they are aligned with your long-term plan.

Watch the full interview.