SIMPLIFYING FINANCIAL PLANNING: WITH ADIRONDACK WEALTH MANAGEMENT

Hi, I'm Ally!

I'm an executive coach, speaker, trainer, and mindset shifter.
And I'm committed to making a positive impact in this world.

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Adirondack Trust Company is a SCOOP Saratoga Partner. Everyone has dreams of the best lives for themselves and their family! These dreams could include starting your own business, retiring early, sending your children to college or a buying a vacation home. No matter what dreams YOU have, they won’t ever come to fruition without first laying out your goals, and creating a plan.

Adirondack Wealth Management has made it super easy to start your goal setting and financial planning with this printable guide, including easy-to-use templates containing the basics of financial planning, investing and education planning. Download yours today and start turning your dreams into actionable goals.

ANSWERING COMMON QUESTIONS

In addition to this guide, I have asked Saad Junaid of Adirondack Wealth Management to answer a few common questions. Topics include goal setting, investing and education planning. His short videos will be featured below.

I hope you find this information as helpful as I did!