We thought it would be a great time, since most of you are probably working from home, to go over a financial checklist of what we think are important financial conversations you all should be having with each other. With the unexpected nature of this virus it brought up some areas of financial planning we thought would be beneficial to review and shed some light around. Our focus today will pertain around the “7 financial checkup/strategies to consider”. We will also be conducting a recorded webinar to accompany with the 7 point checklist. If you have any questions please reach out to a member of our team!
A 7 Point Financial Checklist While You Are Sheltering at Home!
...Solutions for a Happy Life...