Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

35 — A New Decade of Planning: How to Plan for your 2020 Vision

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Make financial decisions with confidence even if beginning a new phase Tactical changes to portfolios Gates Pass Advisors is making  Discover the importance of incorporating your personal touchstone into your financial plan Resources: Gates Pass Advisors | esther@gatespassadvisors.com

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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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