Advising

A few weeks ago I went on a date with my Dakota.

He is a busy guy.

He's a full time student at Weber State.

Works on the stat crew for the Utah Jazz.

And works for Mountain West Advisors.

After lunch I met with Dakota and Ryan Beck (no relation) for a personal philosophy meeting.

We went over our family goals, some of which are...

Be debt free

Serve missions

Family vacations/experiences

Give more

Then we looked at our finances to see if our financial goals were in line with our family goals.

The presentation was so helpful!

I wish we'd had this type of financial advising when we were first married.

And I loved the "teaching" approach, lots of good information.

We also looked at potential threats and how they would effect our financial situation and how to be better prepared for them.

If you'd like to schedule a free philosophy meeting with Dakota shoot him an email!

dakota.beck@mtwadv.com