Continuity planning at Four Ponds Financial Planning
Traditionally, small financial planning firms operated by one or two people have not done a great job developing backup plans in the event a key person dies or becomes incapacitated.
Traditionally, small financial planning firms operated by one or two people have not done a great job developing backup plans in the event a key person dies or becomes incapacitated.
David McPherson, CFP®, of Four Ponds Financial Planning, and Eric Stein, CFA, of East Bay Financial Services, team up to discuss investing in these turbulent times. They focus on how investors can best respond to the financial turmoil triggered by the COVID-19 pandemic and mistakes to avoid.
The first thing to keep in mind as you consider the week’s events is that the “market” is not your portfolio.
Our new address is 13 Steeple St., Suite 202, Mashpee.
Effective Nov. 1, 2019, Four Ponds Financial Planning LLC has relocated its Cape Cod office from downtown Falmouth to Mashpee Commons.
Primarily through diligent financial planning at the forefront of our relationship, we ensure that no more of your assets are put at risk than necessary.