Review financial goals and objectives. Analyze investment performance and make necessary adjustments. Conduct annual and quarterly reviews. Update profile to reflect life events and changes, including portfolio review.

In this session, we’ll discuss your financial goals, current assets, investment strategies, and asset allocations. Together, we’ll identify opportunities to create a personalized financial plan that aligns with your needs.

Greetings! My name is Julie Pick, and I am a financial planner with Prestige Wealth Advisors. I am dedicated to assisting individuals in reaching their financial objectives, be it retirement planning, saving for significant life events, or enhancing investment strategies. I am eager to discuss how we can support your financial journey.