Search Results for: clients
The 6 Financial Habits Of Mentally Strong People for Year-End Planning
As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.
Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?
How To Become Your Own Personal Trainer
Hiring a personal trainer is an excellent way to ensure you will get your workouts done. If you are currently working with a personal trainer or have had one in the past, you probably realized that one of the benefits of hiring a trainer is ACCOUNTABILITY. When you schedule and pay for the training session…
2022 – How To Choose The Path You Want To Follow
Happy New Year! Not to be nosy, but how are you feeling about it so far? I hope your answer isn’t “overwhelmed,” “frustrated,” and/or “exhausted.” In case it is, however, I have a bit of been-there-done-that perspective to offer. With my clients, I often hesitate to broach the topic of elevated expectations, lofty resolutions, and…