We recently sat down and took a minute to learn a bit more about our Office Coordinator Jennifer Wegfahrt, FPQPTM .
What did we learn? Well, we found out who’s “spoiled” in her home, her talent for charcuterie boards, and where she likes to visit. Read on for more!
“This is Bindi (see above), my mischievous and spoiled child (I mean cat).”
“It’s difficult for me to “toot my own horn” but I’ve gotten a lot of positive feedback and requests for my charcuterie board creations.”
“I am not an avid traveler, but South Carolina sure has a piece of my heart. Almost quite literally as my in-laws moved there a few years ago. My husband and I always enjoy visiting family, exploring new places, and eating great food.”
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.