Stacie, our Paraplanner, is here to welcome new clients to Planning for Good. She'll basically hold your hand as, together, you navigate all the logistics that come with a new financial planning engagement. Our job is to make it simple to work with us, even if we need to assign some homework items!
To schedule an appointment with Stacie, you may visit: https://calendly.com/planningforgood-stacie
Download her contact card HERE.