by Ashlee Desteiger | Mar 30, 2021 | Working With Gunder
What To Expect From A Financial Advisor Does it feel like a dentist appointment or a valued partnership? Does your advisor ask meaningful questions? The person you hire to handle your finances should do more than manage your money. Before you skim the list below,...
by Ashlee Desteiger | Sep 30, 2020 | Working With Gunder
What would have to go well personally and professionally for you to deem this relationship a success? Some common answers I hear are: Establishment of a recurring investment program Implementation of tax-efficient strategies Be free of credit card debt Confidence...
by Ashlee Desteiger | Sep 22, 2020 | Working With Gunder
Get clear about where you are. Are you looking in the past? If so, how does that serve you? The important point here is to gain clarity about the big picture so you can cope with the unexpected. Life happens. 2020 happens. Be specific but flexible when you think...
by Ashlee Desteiger | Sep 15, 2020 | Working With Gunder
Here are the top 3 responses I receive: security, independence, and freedom. Even though this is a start, and we have to start somewhere, these sound like unquantifiable goals. I’m looking to uncover the feeling behind those goals and the emotions you believe will...