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:
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.
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