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Tips and an Update to start 2021.

Updated: Apr 22, 2021

As we begin a new year, it is always good to reflect on the following:

  1. Your 2021 money goals

  2. Ensure all financial items are addressed and you are moving towards your money objectives

  3. 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.

10 Point Health Check List
Download PDF • 171KB

2. If we have not meet recently, either myself or Maria will be reaching out to you to set up your review meeting.

3. And CLICK HERE to hear market comments from one of our key partners, David Fingold from Dynamic.

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



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