YOU HAVE GOALS. YOU HAVE RISKS.

You have resources.

Find out how to reach more of your goals and mitigate more of your risks.  Use your resources wisely.  Grow in the direction you choose.  WD Development builds your life plan after understanding your goals, risks, and resources.

 

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Let us show you how we can lend a hand

 

 

Personal Planning

PERSONAL PLANNING

Developing a relevant plan starts with your input.  Bring your current situation, your goals, your risks and your resources.  WD has the experience, objectivity and desire to create a customized plan.  And when change happens, WD will help you adjust, re-focus and continue to move on your goals.

 

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BUSINESS PLANNING

Businesses reflect not only the owner’s dreams and plans.  They also take on a life of their own, as economies, employees and technologies change.  Assess your business in relation to, and separate from, you.  WD will help your business meets current conditions head on.

 

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Business Planning

 

Latest Blog Posts

 

Advisor Testimonial

2020.11.10 - by Sara McCullough
Client testimonials- helpful feedback for advisors, helpful for prospective clients. My previous blog post is a testimonial from a client. Read More >>

 

What my Client Said

2020.11.04 - by Sara McCullough
Here's what one of my clients said about working with me: Read More >>

 

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