Our Pledge: Educate With Plain Language

Transcript:

0:00 [Music]

0:02 One of the components of the Prosperous Doc pledge is that we educate with plain language, we try not to use jargon.

0:08 We try to make sure that we use terms that everyone can understand.

0:14 We favor simplicity over complexity. Our pledge at Spaugh Dameron Tenny is to make sure that clients know the why and the how behind every decision that they're making as it relates to their finances.

0:26 [Music]

About The Author

Will Koster, CFP®

Will Koster, CFP®

Will Koster, CFP®, is a financial advisor at Spaugh Dameron Tenny, where he helps high-net-worth professionals develop personalized, long-term financial strategies. Motivated by personal experience and a passion for meaningful planning, Will specializes in providing comprehensive financial guidance. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional® designations, along with Series 7 and 66 licenses. Committed to building lasting relationships, Will works closely with clients to align their finances with their values, enabling them to focus on what truly matters.