If you want to improve your financial situation and take control of your future, join this Jam Session and learn how to get your financial house in order by using our 12 month plan.
Thu, Apr 17, 2014 1:00 PM - 2:00 PM EDT
Spring is finally here, and there’s no better time to give your financial house a good spring cleaning.
We all have the best intentions to organize our finances, but sometimes “life” just manages to get in the way or the process can seem so overwhelming. Yet focusing on our finances in a regular, thoughtful manner can help us more readily define and achieve our goals. If you want to improve your financial situation and take control of your future, join this Jam Session and learn how to get your financial house in order by using our 12 month plan. By breaking the process into monthly goals you can achieve success with the least amount of stress. Whether you need to overhaul your budget, assess your credit standing or get a better handle on your investments, our roadmap will help you reach your goals.
Please join us on this journey to getting organized!
About Deirdre Prescott:
Deirdre has had a distinguished career of 20 years in the wealth management and private banking industries. She specializes in family solutions from estate and investment planning to developing short and long-term financial goals.
Prior to Sandy Cove Advisors, Deirdre was Senior Vice President at Lehman Brothers. She also spent 17 years with Mellon Financial in the Private Client Group.
Deirdre received her Master’s in Finance from Bentley College and her B.S. in Accounting from Providence College. She is on the Executive Committee for the Boston Estate Planning Council. Deirdre lives in Cohasset, MA with her husband and two children.
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