Your Money StoryAre you looking for fresh ideas or new investment solutions? Are you not seeing the investment returns that you had hoped for or do you feel that others are doing better? Have your personal circumstances changed and therefore your investment plan may need to adjust as well? If you have answered “yes” to any of these questions, now is the time to align yourself with a trusted partner to help you reassess your goals.
We have designed a financial workbook to foster the collaborative process that ultimately drives Catamount’s mission to educate and empower our clients. In the workbook, we explore the financial questions you are facing, and then, together, we will develop a financial plan that best suits you.
Inside you will find:
A Short Assessment Tool
Tools to help you Easily Calculate where you Stand Financially
Ways to make your Money Work
Your Investments and Strategies