The beginning of a new year is the perfect time for us to have a conversation 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 and risk capacity continues to be appropriate.

Look at the Checklist: What Issues Should I Consider At The Start Of The Year? 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 or can do together can evolve to protect and strengthen the people and organizations that are important to you.

If the checklist I’ve included has helped you identify topics we should plan for, please contact me to schedule a time for us to discuss them further. I welcome the opportunity to have this conversation with you!

Please contact us today to schedule a time to discuss this further.

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