Client Testimonial - Expert Support

Nov 15, 2024 Willow Creek Wealth Management Posted in Client Testimonials

Hear from Christine, a client of Willow Creek since 2007, about why Heather is her "go-to person" for all of life's finance-related questions. 

Having an advisor at Willow Creek, it’s such a trusted source of information for us, and it has really given us the ability to run things by her. It's like no question is a stupid question. We feel totally comfortable asking anything. I mean, we'll ask Heather - we'll email Heather. You know, she's involved in our taxes. She's involved in our finding the right estate attorney. You know, just everything. Everything that has anything to do with our finance world, Heather is the to go to person.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

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