The First Year Journey with Rachel Rasmussen, MBA, CFA, CDFA® & Megan Lyons, CFP®

In this episode, we're joined by investment manager Rachel Rasmussen and financial planner Megan Lyons as they dive into what the first year of your financial journey with Foster & Motley looks like.

 From those first conversations and the sometimes tedious data gathering to building a customized financial plan and investment strategy, Rachel and Megan walk through what happens during the first year, including conversations around cash flow, insurance, estate planning, taxes, investments, and the goals that matter most to each client.

Resources Mentioned:

Website: www.fosterandmotley.com

First Year Journey Document: https://www.fosterandmotley.com/Portals/fosterandmotley/Documents/F_M_First_Year_Journey_Timeline_ao_Nov2022.pdf

Connect with Rachel or Megan:

(513) 561-6640

www.fosterandmotley.com

Megan's LinkedIn: https://www.linkedin.com/in/meganlyonscfp/ 

Rachel's LinkedIn: https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/ 

Foster & Motley's LinkedIn: https://www.linkedin.com/company/fosterandmotley/

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