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.

A relaxed conversation to ask questions, review goals, and discuss topics like retirement planning, investments, or overall financial strategy. Ideal for anyone looking for guidance or a fresh perspective.

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.

Not sure where to begin with estate planning? This introductory meeting is a simple, guided conversation to help you understand trusts and wills and how to create one online through Trust & Will. We'll talk through your situation, answer questions, and outline your options in a clear, easy-to-understand way.