Bond&Devick's Podcast

B&D's Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz

July 02, 2024 Kristine
B&D's Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz
Bond&Devick's Podcast
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Bond&Devick's Podcast
B&D's Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz
Jul 02, 2024
Kristine

Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner and Communications Director talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping their clients reach their dreams.

Show Notes

Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner and Communications Director talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping their clients reach their dreams.