2021: Focus on your financial health
I am often asked what financial planning is. "Isn't it just managing my investments"? No, it's not! Comprehensive financial planning looks at your whole financial life and helps you make the best decisions regarding retirement planning, tax planning, avoiding financial risks, caring for loved ones, managing debt, taking advantage of small business opportunities, preparing for college expenses, and managing your investments. At Birch Point Wealth Management, your total financial picture and your goals are examined to put you on the path to financial success. Birch Point provides independent, fee-only financial advice from a CERTIFIED FINANCIAL PLANNER™ professional.
Brie Pio, MBA, CFP®
Principal, Birch Point Wealth Management LLC