The Build Stage of Life | Beginning Your Journey to Financial Freedom
About this episode
This episode discusses the build stage of life and how to begin your financial journey with actionable steps and support.
Are you or someone you know at the beginning of your financial journey? At Synergy, we recognize that you may need different services at different stages of your life and career. We match your financial needs through the various chapters of your life by offering support at the Build, Grow, Enjoy and Give stages of life. Firstly, we start with the build stage which Synergy advisors Jordann Andrusiak, CFP® and Brennan Ifkovits will be discussing within this latest podcast episode: Topics of discussion include: -What is the build stage of life? -How do we begin to build out a plan? -Identifying S.M.A.R.T goals -Developing your plan further with actionable steps - Importance of a team to monitor and develop your plan over time -Adapting to change and navigating life’s events The Synergy Capital Solutions team is interested in serving as your partner, working alongside you to transform your goals and vision into a solid financial plan that helps you realize your dreams. Call us today at 888-363-4546. We’re ready to get started. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
People in this episode
Guests: Jordann Andrusiak, Brennan Ifkovits
Topics covered
- financial journey
- build stage of life
- S.M.A.R.T goals
- financial planning
- team support
- adapting to change
Keywords
- financial freedom
- financial planning
- S.M.A.R.T goals
- life stages
- financial advisor
Mentioned in this episode
Organizations: Synergy Capital Solutions, Hightower Advisors, LLC, Hightower Securities, LLC
Places: USA
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