During this webinar, we have one key goal – give everyone attending the basic tools to start the journey to developing a financial plan. We will learn:
- What is a financial plan?
- When do you need a financial plan?
- Action Steps to Prepare for a Financial Plan: The Data Dig
- Find the Right Financial Advisor
- Summary and Key Point Takeaway
About our Presenter: Tynessa C. Lowe, Financial Advisor
The Van Vooren Lowe Group -Baird
Tynessa brings with her years of experience in the commercial energy
industry working with large corporate and small family-owned businesses to
structure long-term solutions. Her experience diving deep into client needs
brings new perspectives.
As a team, we aim to be open minded, curious, and creative in our
approach with clients, customizing every individual financial plan. Our team
understands that there is no “one size fits all” investment model or
strategy. We seek to earn long-term relationships that evolve with present
and future financial needs. As your investment team, our goal is your best