Dec 27, 2024
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