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Brent Van Der Wel
  • Total posts: 43

Hi Christine, welcome to the forum! You join a proud group of fellow financial planners already here. Americo Donato, one such fellow member has been trying to establish a financial planning networking group – it may be worth tracking him down. I think it’s a great opportunity to use our collective knowledge to help our respective businesses.

I’m not sure about a fit-out of your offices. Depending on how much furniture you need you might try some of the local liquidation sales. I’d also be a big advocate of using your existing client’s services for any carpentry, plumbing or electrical work that needs completing, assuming you have clients in these trades. You may not save any money, but the investment will likely be very appreciated.

Good luck Christine and I hope to see you around.