Bond&Devick's Podcast

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

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.