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Start The Year On The Right Foot

The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning.

For example, we can:

  • Look at your progress toward your goals and consider any new goals you’ve set for yourself.
  • Evaluate your insurance coverages to make sure your risks are minimized.
  • Revisit your assets and debt and evaluate whether your risk tolerance continues to be appropriate.

Feel free to take a look and download the What Issues Should I Consider At The Start Of The Year?  checklist, I’ve included for you.



In addition to the ideas above, we can work together to get you organized for tax season, so you have a smooth experience. There are many reasons why having a good conversation now can set you up for success later.


Sometimes the incremental changes that occur year-to-year may not seem like a big deal. Though, they can really add up. The planning that we’ve done together can evolve to protect and strengthen the people and organizations important to you.


If the checklist I’ve included has helped you identify topics we should plan for, don’t hesitate to get in touch with me to schedule a time to discuss them further. I welcome the opportunity to have this conversation with you!  I am never too busy to answer your questions.  Please consider me as a resource for yourself, your family, friends, colleagues, and coworkers.


To your success in 2022.

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