January Is Financial Wellness Month
by Rob Taylor
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. Let’s schedule a time to discuss your financial life today.
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