Start The Year On The Right Foot
The beginning of the new year is the perfect time to discuss the various factors influencing your planning.
For example, we can:
In addition to the ideas above, we can organize you 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. In reality, though, they can add up. The planning that we’ve done 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 get in touch with me to schedule a time for us to discuss them further. I welcome the opportunity to have this conversation with you!
Roland McIntyre, CFP®, ChFC ®