Cummings Wealth Management Group Starter Kit
Through Bobby’s experience working with clients over the past 24 years, he has developed a financial planning process called The Beacon Experience™. This process helps you to understand your current situation, both strengths and weaknesses, and create a powerful vision for your future. Then we will look at the roadblocks standing in your way, develop strategies to overcome them, and review all of the tools to help you achieve your vision.
Below, you will find a starter kit that will go into greater detail regarding this process. Please open the attached document, type your responses, then save the information and forward it to Mary Chapman at firstname.lastname@example.org. Once she receives the kit, she will call you to schedule an appointment.