Ever wonder how a CFP manages their own money? Listen to Finding True Wealth EP 026 as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.