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Lisa Brown, CFP®, CIMA® Nov 3, 2021 3:35:00 PM < 1 min read

SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS

What would happen in the event of an emergency, and you haven’t told your loved ones how to access your money? Help your family avoid added stress in a terrible situation by having this important talk as soon as possible. Knowing where to find these documents could help.  

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."