POWWOW, LLC Information

POWWOW is looking out for your best interests by helping you make better decisions, creating manageable action items, and tracking progress. These three things can turn dreams into reality. POWWOW aims to break down the barriers that deny financial advice to hardworking people. We do this by charging transparent fees that are unrelated to how much you have available to invest. Whether you’re in debt, have $5,000 or $500,000, POWWOW helps translate what that means for your goals and what action steps need to be taken to achieve them. Work with a coach that empowers you to maximize resources, manage expectations, spot opportunities, and minimize risk. Working with POWWOW means having the very best: • An ongoing conversational relationship • The opportunity to adjust or outright change your goals • The freedom to invest and bank where ever you’re most comfortable • A sounding board and advocate for pop-up issues as they arise • The personal touch of a small shop with the resources of a large firm and CFP® • The ability to conduct meetings in person or online • Technology allowing you to aggregate all the pieces of your life in one convenient spot