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Guiding Goals

Guiding Goals

| February 12, 2020

Our partner at Dimensional, Caroline Gaynor, helps visually impaired athletes complete triathlons.  Caroline's experience guiding athletes has reinforced for her the value of creating a plan, maintaining communication, and putting others first.  As financial advisors, we put our clients first.  We serve as your guide on your financial journey - helping you craft a plan, anticipating any challenges or roadblocks, and keeping you on your path to achieve your goal of a confident financial future. 

Watch Caroline's story here