Wealth Planning 101:
Tips for Designing Your Financial Future

This informative video series is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future. You’ll discover some of the many areas involved in financial planning and wealth management to help you start your journey toward Net Worthwhile®.

Each video in the series introduces information and guidelines for navigating some of the complexities of the financial landscape to help you start growing, protecting, giving, and living your wealth.

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Meet the Presenters

COLIN STURGIS, CFP®

PARTNER, WEALTH ADVISOR

Colin.sturgis@signaturefd.com

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VICTORIA E. SANTINI, CFP®

PLANNING ASSOCIATE

victoria.santini@signaturefd.com

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Allison Porter Image

ALLISON F. PORTER, CFP®, MBA

SENIOR PLANNING ASSOCIATE

allison.porter@signaturefd.com

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Andrew Foray

ANDREW FORAY, CFP®

SENIOR PLANNING ASSOCIATE

Andrew.foray@signaturefd.com

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Mitch Weidner

MITCH WEIDNER, CFP®

PLANNING ASSOCIATE

mitch.weidner@signaturefd.com

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Spencer Borchelt

SPENCER BORCHELT, CFP®

SENIOR PLANNING ASSOCIATE

Spencer.borchelt@signaturefd.com

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Elizabeth Burdette

ELIZABETH BURDETTE, JD, CAP®

PHILANTHROPIC ADVISOR

elizabeth.burdette@signaturefd.com

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McKenna Law financial advisor

McKenna H. Law, CFP®

WEALTH ADVISOR

mckenna.law@signaturefd.com

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Ian McGraw, CFP®

PLANNING ASSOCIATE

Ian.mcgraw@SignatureFD.com

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Discover Your Net Worthwhile®

At SignatureFD, we believe that understanding your unique perspective and mindset is the key to helping you find the shortest path to your Net Worthwhile®. Whether you’re growing your wealth, protecting what you’ve acquired, or building a legacy, our financial design solutions help you use your resources to live the life you envision.

Are you interested in speaking with a SignatureFD wealth advisor? 

Start Your Net Worthwhile® Journey