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Lisa Brown, CFP®, CIMA® Sep 15, 2021 11:59:03 AM < 1 min read

Three Financial Moves to Protect You Before An Accident Happens

After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation? First responder and financial expert Matthew Broom shares three important financial moves to make before you experience a mishap or tragedy.

Topics include:

  • Conducting a Financial Size-Up – what is it and why is this so important to do now?
  • Taking a 360-degree view of the scene – how does this relate to your money?
  • The CAN report for your finances – do you have one? Is it up-to-date?

Watch the webinar replay here


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."