by Josh Gallogly | Sep 14, 2024 | Uncategorized
What is Milestones Financial: In Terms You Care About When discussing my flat-fee and hourly retirement planning firm, Milestones Financial, I try to avoid the common mistake of solely focusing on what I’m most comfortable with rather than focusing on what you...
by Josh Gallogly | May 4, 2024 | Uncategorized
Are We a Fit? Introductory Conversation: Why It’s Important and What You Can Expect The “Are We a Fit? Introductory Conversation” is the first step to help you make an informed decision about my flat-fee and hourly retirement planning firm, Milestones Financial....
by Josh Gallogly | Jan 4, 2024 | Uncategorized
Plan of Action Conversation – What It Is and What You Can Expect The Plan of Action Conversation is the second and final step in my introductory process – a chance for you and me to decide if working together feels like the right fit. This 30-minute video call is...
