Our Process
Plans need to be dynamic and must evolve with the need of the hour. So, monitoring and reviewing the progress of your plan regularly and systematically is an important step in the financial planning process.
Financial Considerations During Divorce
Here are some key considerations for maintaining your financial health as you proceed through the process.
Managing Your 401k When Switching Jobs
Consider all options for managing funds in a former employer's retirement plan
Who We Are
LPL Financial Advisors:
Trish Wilder
Shalana Poole CFP®, CDFA®
Discover Hidden Opportunities
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.