Director, Wealth Planning Department | While you may not meet with me directly as a client of Sequoia, there’s a good chance I will have a hand in crafting your financial plan. I love delving into the technical details of drafting the plans that are ultimately presented to our clients. I collaborate with all of the lead advisors at the firm in modeling, forecasting, analysis, and updating of our clients’ plans with a focus on planning for owners of closely-held businesses. In addition, I develop planning-based recommendations and strategies for our clients both through and outside of the formal planning process.
August 18th, 2018 | 10 mins 43 secs
financial checkup, financial freedom, wealth planning
Join Sequoia's wealth planning director, Heather Welsh, as she discusses 10 wealth planning related rules of thumb. You can use these guidelines to serve as a general financial checkup.