<description>When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.  Join CERTIFIED FINANCIAL PLANNER™, Dennis O’Keefe walks you through what happens in that initial conversation and how he and his team have designed … &lt;p class="read-more"&gt;&lt;a class="btn btn-default" href="https://your-telecom-retirement.blubrry.net/2025/03/13/financial-wellness-your-first-meeting-with-an-advisor/"&gt; Read More&lt;span class="screen-reader-text"&gt;  Read More&lt;/span&gt;&lt;/a&gt;&lt;/p&gt;</description>

When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.

When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.  Join CERTIFIED FINANCIAL PLANNER™, Dennis O’Keefe walks you through what happens in that initial conversation and how he and his team have designed …  Read More  Read More

Your Successful Retirement

Financial Wellness: Your First Meeting with an Advisor

Financial Wellness: Your First Meeting with an Advisor

Description