Q2
Are You Planning for Quarter 2?
Action Items to Address in April, May & June
- Is everyone on the same page for the strategic plan?
- What specific tactics need to be scheduled?
- Have recent events caused the need for changes in your financial plan?
Precision Wealth Events
Find An Event Near You
Serving clients across the nation, Darin travels frequently to see clients in the following areas: Charleston, SC; Lafeyette, LA; St. Louis, MO; Lake of the Ozarks, MO; Jefferson City, MO; Columbia, MO; Dallas, TX; Austin, TX; Scottsdale, AZ; Naples, FL; and Miami, FL.
Our team works to connect current and prospective clients through special events and memorable experiences. Whether you attend a happy hour or dinner, our team wants you to have the opportunity to connect with other clients in your area. View our calendar and subscribe to our mailing list to learn about future events. Begin connecting with others and don’t forget to RSVP, so you can be placed on the guest list!