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When Life Changes Money Changes and When Money Changes Life Changes

  • Broadcast in Business



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Our guest this week is Joan Gagnon,Principal and founder of Gagnon Wealth Management, LLC. Joan has been offering clients a full service approach to financial planning with tailored investment management programs since 1998.
Joan is an expert in working with women in financial transition. She works with her clients to discover their personal transition style, their learning and decision making styles and preferences, how to set short and long term priorities and stress-test their ideas for the future, and how to manage their expectations and those of others in their life. The self discovery process she uses and the systems she helps her clients build are helpful to anyone at any stage of their life. But during life transitions a system is essential.
Today, she’ll guide you through steps in determining your transition style. Knowing and understanding your transition style is very empowering. She’ll teach you how to connect to a distinct feel of being your highest-self which will become one of your most valuable possessions.
Joan's clients benefit from her extensive knowledge and expertise in financial transition planning and investment management. Joan is a CPA, CFP®, PFS and a Registered Investment Advisor offering fee only investment services. She is a graduate of Bentley College and holds a Master in Taxation.
To learn more about Gagnon Wealth Management, visit http://www.gagnonwealthmgmt.com.