Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

57. How to Create Your Complete Financial Picture in 2021

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December 3, 2020/Gates Pass Advisors

Learn how combining the technical and personal aspects of planning provides you a complete financial picture in 2021 Discover which areas of your finances to focus on to increase your financial confidence Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 53 – 5 Considerations for Your 2020 Year-End Planning

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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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Louise Alexander, CFP®

Associate Advisor

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