Brandon Clay Financial Conversations - The Gameplan Series

Unlike financial institutions who by design help clients create a very specific set of actions for clients to take, the BCF Gameplan Series is a way to turn consumers into students by studying terms/trends that matter both in the market and retirement planning.

Each conversation will cover a different topic and terms to help the student understand more about the technical breakdown of each.

I recommend a sit down every six to twelve months to discuss the next topic...

Sample conversation progression topics:

Financial foundation
Short team investing thoughts
Long term retirement thoughts
Stock market chart reading
Early preparation for children / college

Each conversation will be approximately 45 minutes with prep work to be completed beforehand to ensure a productive back and forth and dialogue. 

Each topic cost / conversation is $195 and must be sent via Venmo 72 hours prior to the conversation.

DM Brandon on Instagram at BrandonClayLifestyle: