Annual Reviews/Know Your Numbers

Something More with Chris Boyd

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27d ago 33:49

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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.

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For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

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