What is it like to work with WellAcre Wealth Management, LLC, and how do they make work optional?
In this episode, Adam Scott, CFP®, describes the Red Carpet Experience of working with WellAcre Wealth Management. Adam covers the significance of being a fee-only financial planner and the importance of their patented Lunar Landing Wealth Management Formula™. Adam goes over what someone can expect when they call the office to arrange a meeting with him and describes the Lunar Landing Formula, designed to make work optional. This includes a description of four of the main pillars of Advanced Financial Planning.
Adam discusses:
- A recap of what it means to be a fee-only financial planner from the previous episode
- What to expect when you phone WellAcre Wealth Management and set up a Visions and Values meeting with Adam
- WellAcre’s formula for smooth-sailing financial management
- The four main pillars of advanced planning
- And more
Resources:
Connect with Adam Scott:
Phone: 310-220-4946
No transcript available.
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