Stacie ensures that our clients receive prompt attention. Whether you’re just getting started with us, completing a product/service application, updating information, or scheduling an appointment, Stacie is here to assist.
She is also currently enrolled in a Certified Paraplanner program, so we’re ready with more hands-on deck as our practice continues to grow!
To schedule an appointment with Stacie, you may visit: https://calendly.com/planningforgood-stacie
Download her contact card HERE.