Let’s talk about something fun! Death. Divorce. Job loss. A lottery win! What’s the common thread? These are sudden events (“oh, $#@!” moments) that make a huge change in your financial life. You’ve just gone through something massive, you’re overwhelmed with the details of how to manage your new reality. You could end up living large, or you could be terrified of losing it all and ending up on the streets because you don’t know the right next steps to take. I’m Millie Gormely, and I help you get from “oh $#@!, now what?” to “I’m going to be OK” by growing your money and making strategic decisions to ensure you will always have more than enough.As a CERTIFIED FINANCIAL PLANNER professional, I can help you identify your true investment style, implement appropriate strategies, uncover any...
Certified Financial Planner at IG Wealth Management