>> I'm Sandra Goodstein.
I am managing director and a senior financial advisor with Wescott Financial Advisory Group.
I recently sold my business to Wescott.
So previous to that, I was running a financial advisory firm as well as working with clients.
Now my job pretty much entails just working with clients,
which is a delight and I'm thrilled about it.
So, I work with clients in helping them to develop strategies
about their financial planning which encompasses issues
about their investment planning, their retirement planning.
I counsel them on income tax planning strategy, structuring their estate,
really anything that impacts them financially.
I meet with my clients every six months.
We call it a financial update.
It's kind of like a checkup.
And prior to that meeting, I ask them to send me information
about their current financial situation that I need to know.
It could be because we just past April and I need their current tax returns.
I might need a current pay stub, a current listing of their stock options,
that kind of thing and also things that have changed or things that they want me to address.
And that way I can properly prepare for the meeting
so that the time we spend together is very efficient.