As we settle into the new year, our founding principal and managing director Craig Robson, CFP®, CIMA®, CDFA® sits down with Steve Garmhausen to discuss how he recommends advisors brainstorm resolutions and financial goals with their clients.

At Regent Peak Wealth Advisors, we factor in our clients’ aspirations, like building their dream home or starting a business, into their overarching plan and help them evaluate the steps necessary to achieve them.

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