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Annual Reviews/Know Your Numbers
Manage episode 457825236 series 7742
Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins by outlining having your personal Net Worth Statement and Cash- Flow/Budget. Chris explains in detail the elements of a comprehensive financial plan, including reviewing life changes, investment objectives, risk tolerance, time horizon, and liquidity needs. Chris and Jeff also suggest streamlining your financial and bank accounts to ensure efficiency and effectiveness. Jeff mentions how your estate planning and life insurance needs are a part of a complete financial plan.
The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 حلقات
Manage episode 457825236 series 7742
Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins by outlining having your personal Net Worth Statement and Cash- Flow/Budget. Chris explains in detail the elements of a comprehensive financial plan, including reviewing life changes, investment objectives, risk tolerance, time horizon, and liquidity needs. Chris and Jeff also suggest streamlining your financial and bank accounts to ensure efficiency and effectiveness. Jeff mentions how your estate planning and life insurance needs are a part of a complete financial plan.
The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 حلقات
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