Special thanks to the Bennett PTA, Bearsville Theater and the following individuals for their generous support and contributions:
Programs: Cheryl Formont
School Transportation: Ray Clinton
Stage Setup: Donna Lewis, Martin Harris, Karen & David Mielcarek, Heather Roberts, Olga Grinberg
Production Team: Donna Lewis, Heather Roberts, and Gabriel Buono
Video: David Laks
Music Staff: Amelia Wilson, Karen McKenna, and Paul Schubert
And a special thanks to all the parents for their support of our music education and our talented students!
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Sell your services or products in a one minute sales presentation.
Step 1 - Introductory Consultation
I will listen to your concerns and goals and can help determine if a financial plan is right for you.
Step 2 - Address Immediate Concerns
During the initial consultation, we may uncover financial needs that require prompt attention.
Step 3 - Tell Your Financial Story
To help provide a clear understanding of your financial picture, we'll review your key financial information. This information aside, the biggest driver of a financial plan should be determined by your financial goals and objectives.
Step 4 - Develop Your Plan
No two financial plans are exactly the same. I can craft a carefully constructed plan that addresses your financial goals and objectives, while taking into account your current financial situation.
Step 5 - Present Your Plan
After the plan is developed, I'll present it to you -- after all, it's your plan.
Step 6 - Act on Your Plan
Once you approve the plan, I'll take the proper steps to put the plan in action.
Step 7 - Live Your Plan
Your financial needs could change -- and likely will -- after your financial plan is developed. I'll conduct regular reviews to make sure your financial plan continues to meet your current needs.
When we are finished, I am confident you will:
Have realistic, written financial goals and plans to achieve them
Know what you own and why you own it