As we begin a new year, it is always good to reflect on the following:
Your 2021 money goals
Ensure all financial items are addressed and you are moving towards your money objectives
To get an update on what to expect economically and from the markets for the year
Here is how we are here to assist you in addressing all of the 3 items:
1. We have created a 10 point Financial Health Check Questionnaire (see below to DOWNLOAD ) that you can use to ensure all your money areas are in order. I usually review all those areas with you all during our meetings, but this is a self review tool you can use and if you wish you can share with others.
2. If we have not meet recently, either myself or Maria will be reaching out to you to set up your review meeting.
As I mentioned earlier, we have worked hard in 2020 to add value to you all and your families and to continue to fulfill on our mission, to not only educate but help all of you create and reach your money goal. We are looking forward to a year filled with possibilities of growth and contribution.
If you have any questions how the information above relates to you and your situation, please contact us to book a complimentary consultation at email@example.com