January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their future. It’s also time for me to connect with established clients and check to see if their financial strategy needs any adjustment, as well as talk about any changes they want to discuss. Having your financial strategy in place can not only mean a great deal to you in the long term, but it may provide you some comfort in the short term.
Intentional planning can have a big impact. The best chance of building and protecting your financial future comes from planning early for retirement. No one wants to out live their income in retirement. We can help you see what your retirement needs look like. Although we can't be exact, we can provide a pretty good idea of where you need to be and how to plan accordingly.
Another way to say insurance or protection planning. An efficiency study should be conducted on currently held policies. This helps to ensure policies are appropriate and fairly priced for your specific needs. We also recommend disability policies be reviewed so they can grow with need and are occupation specific. Reviews are invaluable in identifying risk gaps that should be addressed.
CASH FLOW AND DEBT MANAGEMENT
Most people carry debt. We can help you formulate a strategic plan to reduce debt and manage cash flow. As a Dave Ramsey Endorsed Local Provider, this is a cornerstone of Dave's advice and philosophy to building wealth.
NEED HELP? JUMP-START is going VIRTUAL
Are you living paycheck-to-paycheck? Have you ever thought, "We work too hard and make too much money to struggle this much?" Do you have good intentions to get out of debt and save, but don't know where to start?
JUMP-START will give you the motivation and tools you need to IGNITE YOUR DEBT-FREE JOURNEY!
In this virtual event, Jerrid Sebesta will not only inspire, but teach you how to intentionally and methodically pay off debt, budget and save. You will leave JUMP-START with an actionable plan and a revived sense of hope for your personal finances.
Thursday, January 21st, 2021 | 9am to Noon | Available Everywhere
January Is Financial Wellness Month
January 07, 2021