August 8, 2026 - Find the Gaps: Build a Financial Plan for Every Stage of Life

What should actually happen when you meet with a financial advisor? Roy Matlock Jr. walks through the process of identifying the gaps in your finances, setting goals, protecting what you have, building wealth, and adjusting the plan as life changes. From getting started to raising a family, owning a business, and creating generational wealth, Roy explains what should be addressed at every stage.