Creating a Financial Plan

How does your portfolio actually stack up against your long-term goals? At our next meeting, local financial advisor Connor Hausauer will join us to discuss the fundamentals of a purpose-driven financial plan. Before transitioning into financial services, Connor spent eight years teaching history and economics right here in Bozeman. He brings that same community-focused, educational approach to wealth management.
Connor will be sharing his perspective and tools for the "big picture" of finance, with a specific emphasis on the value of physical assets like real estate. Start the year with a clearer perspective on your investment strategy and get back to the basics so you can conquer whatever mountain you’re climbing next.