Personalized Financial Strategies
begin with 360° VISION™
Andrea Wolcott, a Certified Financial PlannerTM, understands that the key to planning for the future is to look at all aspects of your financial life.
Her 360° VISIONTM approach captures day-to-day budgeting items, investment performance, and tax and estate planning to bring together all factors that impact your financial goals and aspirations.
She will work with you, your CPA, attorney, investment advisor and others as needed, to create, execute, monitor and update a financial plan to attain your goals now and in the longer-term.