Women and Money

A Financial Advisor is a valuable resource for all your questions. They can help you take inventory of your current situation, identify what is important to you today and in the future, develop a customized investment plan, and help you work to get organized and put your dreams in place.

This could mean saving for a home, children’s education, retirement, or paying down debt. Putting a plan in place is the best way to make sure you have the money you need when you need it.

Once the plan is in place it is a good idea to review it annually to make sure things are on track and make adjust as needed.

This blog has been prepared by Jodi Dark who is a Financial Advisor for HollisWealth®, a trade name of Investia Financial Services Inc., and does not necessarily reflect the opinion of HollisWealth or Investia Financial Services Inc. The information contained in this blog comes from sources we believe reliable, but we cannot guarantee their accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication/blog and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities. The information contained herein may not apply to all types of investors. The Financial Advisor can open accounts only in the provinces in which they are registered.