When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy.Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas1…
It can be a challenge to feel confident in all six key areas of creating a financial strategy. If you think you may need help, please give us a call. We'd welcome the chance to review your approach. Working with me as your advisor means you have a dependable source to help you plan and implement financial strategies based on what is most important in your life.Schedule your financial review with me today to make sure you're still on the right track.
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1. NationalDayCalendar.com, October 2020 2. AARP.com, May 21, 2019 |
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October Is Financial Planning Month
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October 23, 2020