geniet | Hudson Valley; Chronogram

Member since Feb 16, 2018



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Re: “Financial Planning & Wellness in the Hudson Valley

I am financially established and very organized, but I was not confident in my decision making or the people managing my investments. Joanne reviewed all of my investments and broke down my assets in a way that was understandable to me. She held my hand as I questioned my brokers and fund managers regarding the funds they had chosen. She presented me with well organized, informative charts that helped me to make my own choices as well as modify my long term investments. She reviewed my spending patterns and I now spend wisely and mindfully. I appreciate all she has done and will continue to have regular tune-ups to make sure I am still on point. She is amazing!!

Posted by geniet on 02/16/2018 at 11:03 PM

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