by Josh Gallogly | May 9, 2024 | Uncategorized
What is Milestones Financial : In Terms You Care About When discussing my financial planning firm, Milestones Financial, I try to avoid the common mistake of solely focusing on what we are most comfortable with rather than focusing on what you care about. If we are...
by Josh Gallogly | May 4, 2024 | Uncategorized
Plan of Action Conversation – What You Can Expect The Plan of Action Conversation is the final step of a two-step process to help you make an informed decision about my financial planning firm, Milestones Financial. The main objective during this 45-minute phone or...
by Josh Gallogly | May 4, 2024 | Uncategorized
Are We a Fit? Introductory Phone Call: Why It Is Important and What You Can Expect The “Are We a Fit? Introductory Phone Call” is the first step of a two-step process to help you make an informed decision about my financial planning firm, Milestones Financial. Our...
by Josh Gallogly | Aug 13, 2023 | Uncategorized
How to Find a Great Financial Advisor: 4 Questions You Need to Answer As you face a major life event that impacts your financial circumstances, partnering with an ethical and knowledgeable financial advisor can help facilitate a smooth transition into this new phase....