Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
Episodes
Thursday Jun 02, 2022
Thursday Jun 02, 2022
If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.
In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.
Matthew, Brent, and Joshua, discuss:
- How they apply a seven step financial planning process
- The structure of each meeting with you
- The first questions they will ask you and how your responses determine a financial plan
- How they communicate with you
- And more
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