In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", are joined by Amanda Nitschke. As a Total Wealth Planner, Amanda is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. Amanda discusses what goes into the creation and execution of a financial plan as well as some of the obstacles one might face along the way. Enjoy the episode!
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", are joined by Amanda Nitschke. As a Total Wealth Planner, Amanda is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. Amanda discusses what goes into the creation and execution of a financial plan as well as some of the obstacles one might face along the way. Enjoy the episode!