The advisor listed is an Ameriprise financial advisor in Campbell. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. While some people think planning for life's goals can be done in a few hours, I know that understanding your goals and dreams and then planning to fulfill them is a process that takes time and needs to be ongoing. I help my clients set goals for today, tomorrow and the future and then help them pursue them, sometimes even adding to them as time goes on. Since each individual is different, every financial plan is different, and since it is an ongoing process, clients and I talk frequently and meet on a regular basis.