Start The Year On The Right Foot
The beginning of a new year is the perfect time to review the various factors that can influence your financial plan.
For example, you should:
Take a look at your progress toward your goals and consider any new goals you’ve set for yourself.
Evaluate your insurance coverages to make sure your risks are minimized.
Revisit your assets and debt and evaluate whether your risk tolerance continues to be appropriate.
Take a look at the Checklist: What Issues Should I Consider At The Start Of The Year?
In addition to the ideas above, we can work together to get you organized for tax season so you have a smooth experience. There are many reasons why having a conversation now can set you up for success later.
This checklist covers fundamental considerations, including:
Personal issues
Cash flow issues
Asset and debt issues
Tax issues
Insurance issues
Legal issues
Sometimes the incremental changes that occur year-to-year may not seem like a big deal. In reality, though, they can really add up. Planning can evolve to protect and strengthen the people and organizations that are important to you.
If the checklist has helped you identify topics we should plan for, please contact me or schedule a time for us to discuss them further. I welcome the opportunity to have this conversation with you!
