by Josh Gallogly | Sep 14, 2024 | Uncategorized
What is Milestones Financial : In Terms You Care About When discussing my hourly 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...
by Josh Gallogly | May 4, 2024 | Uncategorized
Are We a Fit? Introductory Conversation: Why It Is 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 financial planning firm, Milestones Financial. Our objective during this...
