As we head into the new year, here are a few things to consider as we look ahead...
Do you have any new goals for the year?
Where do you see yourself financially in 12 months? What are some of the things that are most important to you in the months ahead. I’m always available to sit down with you and learn about your financial goals, then create a plan to help you achieve them. Having a conversation about your goals is a great way to inspire a plan of action and steer your financial journey in the right direction.
Are there any milestones or major life events coming up this year?
Maybe your child or grandchild is graduating and heading to college, or maybe you're looking ahead to a well-deserved retirement. These kinds of life events are a great opportunity to reassess your financial plans and adjust for the future. I can help you prepare ahead of time and plan for what's next.
How are you measuring success when it comes to your long-term financial goals?
Even if retirement is further down the road, it's still important to check in on your progress and adjust along the way to ensure you stay on track. With all the market uncertainty of the past few years, it can also be a good idea to step back and see where you are in relation to your ultimate financial goals.
Do you have any questions for me?
Whether you're making changes to your financial plan or not, I’m always here to answer your questions and help you make sense of today's complex financial landscape. Maybe you're wondering about a change in the tax code, or you're thinking ahead about estate planning and making sure your family is taken care of in the future. Just give me a call to chat.
While the new year always brings some uncertainty, it also brings opportunity. Let me know how I can help you keep your financial journey on track.
