Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

58. Planning With Persistence

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December 18, 2020/Gates Pass Advisors

Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn

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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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