“Tell me and I forget, teach me and I may remember, involve me and I learn.” ~ Benjamin Franklin
Monisha Potter, CFP®
Owner & Senior Financial Advisor
As an Advisor, the key to a successful relationship is listening to my client’s goals, concerns and values in order to get a better understanding of what they want, even if they are not quite sure of what they need. Together, we explore all reasonable opportunities in crafting a unique solution to help achieve their goals.
“Happiness is not in the mere possession of money, it lives in the joy of achievement, in the thrill of creative effort” ~ Franklin D. Roosevelt
Philip Lennox, LUTCF
Today’s Planning will set the foundation for your future. Make sure you are setting yourself up for a life of possibilities.