EP 074: Hopwood 2020 Financial Plan

Financial Advisor Jim Pilat, AIF® interviews Financial Advisor and CERTIFIED FINANCIAL PLANNER Nick Hopwood, CFP® about the Hopwood Family Financial Plan for 2020. The goal here is demonstrate our 100% transparent and 100% authentic approach to offering sound guidance and recommendations. Our job is to inspire you to make great decisions and we believe we need to be truly authentic and transparent. 

The 2019 Hopwood family plan looks very similar to the 2019 plan, but we did make some changes with our personal real estate properties. What is in store for you 2020 financial plan??? If you would like to go back and listen to prior years, click for 2019 and 2018 editions. 

Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest, start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos. 

Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI. Nick Hopwood, CFP® has been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.