Lindsey or Paris
Their favorite color is Pink
Lindsey
Paul's title
Certified Financial Planner
Retiring in April
Faheem
Ice Ice
Baby
Used for daily spending, bills, debit and ACH transactions
Checking Account
They are a true Swiftie
This type of planning helps you prepare financially for life after you stop working
Retirement Planning
Got dunked at the annual celebration
both
Stacey's Mom
Has got it going on
A savings account that earns you the most interest without a minimum average monthly balance fee
Money Maker
They are a Gemini
Both
This planning service helps families prepare for transferring wealth and assets after death
Estate Planning
Plays in the ESL House Band
Tom
It's like 10,000 spoons when all you need is
a Knife
I have a 0% interest rate for 12months
Most likely to be late to the office (and everywhere else)
Paris but it's a close one
This insurance helps protect income if you can't work due to illness or injury
Disability
Will take a flight for a golf game
Faheem
Don't stop
Believing
I'm available for 10 years unless you increase me.
Home Equity Line of Credit.
Lindsey
Wealth Vision
Has a goat farm
Tom
It's me, Hi
I'm the problem it's me
3 common uses of a HELOC or HELOAN
Consolidating high interest debts
Financing major projects/ expenses
Cash flow