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Josh Monroe, CFP®, CIMA® Apr 19, 2021 3:49:00 PM < 1 min read

Is Your Financial Plan Flexible Enough?

As your life changes, your financial plan may change too. And that’s OK.

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Josh Monroe, CFP®, CIMA®

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals. Josh joined the Brightworth team in 2019 as a Wealth Planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.