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Home›Posts Tagged "Goals"

Tag: Goals

  • Cash-flow & Budgeting, Money Mishaps, Relationships & Money, Retirement
    May 17, 2019
    by Kurt J. Rossi

    How to Prioritize Your Financial Life

      In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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