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Strategic Financial Planning In 2 Questions

Strategic Financial Planning In 2 Questions

Developing a strategic financial plan can seem daunting; however, it can be boiled down into two questions: what are you doing now and where do you want to be? This article walks you through the process of answering these two questions, providing a foundation for...

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie Secures Kelley Michalski as Partner and Vice President of Operations

Lavoie secured Kelley Michalski as Partner and Vice President of Operations. Lavoie is excited to welcome Kelley Michalski to our team as our new Partner and Vice President of Operations in Charlotte, NC. In this role, Michalski will be responsible for managing client...

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