You stop by the doctor, the dentist, and the mechanic for regular check-ups. You pay monthly for your cell phone, your gym membership, and your TV. We can set up a plan to make your financial health part of your monthly budget too. For example, some items that we can look at on a recurring basis include:
- How our investment plan is progressing
- What adjustments need to be made to your retirement plan
- How we can keep your taxes low this year
- How changes in your life affect what we planned last year
- How to adjust your budget and savings rate for the coming year
What can you do for me?