Since we all know that every little thing adds up, what about making sure the BIG things add up first? That means checking our Financial Order of Operations.
No math, other than addition, is involved in first four steps:
1.) Realistic understanding and assessment of current financial situation and goals.
2.) Stress testing existing risk management planning.
3.) Trusted Advisors, and key considerations when selecting them.
4.) Tracking, transparency, monitoring progress, and adjusting to change.
Join us for the key points to take home and discuss with your friends and loved ones making sure your wealth management Operation is in Order.
Clark Evans graduated with a BA in Business Practices and Ethics in Bicultural Communities from St. Olaf College in Northfield, Minnesota. Fluent in Spanish, he is passionate about helping his clients define, pursue and achieve their financial goals.
Prior to joining Hall Private Wealth Advisors, Clark was the National Sales Manager for a premium Napa Valley winery where he excelled in developing long-lasting relationships and setting new standards for client satisfaction across the country.
Clark and his wife Kristin live in Solana Beach, where they enjoy road biking, volunteering, cooking & baking, rock climbing, skiing and reading. Both have a passion for adventure and travel, having visited over 30 states and 15 countries. Clark is a proud supporter of the Salk Institute and the Boys and Girls Clubs of Dieguito where he helps children improve their reading skills.
Tracton’s Lunch Menu
Half Sandwich with Soup or Salad
Caesar Salad with Shrimp
Spaghetti and Meatballs done Tracton’s way.
All are welcome!