Financial Heirs Program Planning | South Western Wealth Management
  • Investments: account opening/learning the basics of investing, understand how to use different investment tools
  • Professional Development: how to conduct professional meetings, interviews, and how to present yourself to executives
  • Financial statements: gain literacy, understand terms and programs
  • Market volatility:  how to respond to common investor emotions
  • Economic trends: how social events impact the market, how to predict market response to world events 
  • Savings and Spending: Set annual goals through accountability and action plans

Download our Asset Allocation Model