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3 – Proper Prior Planning Prevents Poor Performance

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As Esther Szabo likes to say, proper prior planning prevents poor performance. In today’s episode, Esther and Aric Johnson discuss the basis of Esther’s financial planning services at Gates Pass Advisors and how she helps clients build a solid financial foundation to ensure future success. Esther explains why she digs deeper than just the numbers … Continue reading Episode 3 – Proper Prior Planning Prevents Poor Performance

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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor

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