Financial Wellness and How to Begin the Journey

Written By Kelly Palmer

Episode 046 | Adviser Checkup Podcast

I am declaring 2023 the year of Financial Wellness. Let's begin this year together on a financial wellness journey. This episode begins a 10-week series called a DOSE of Financial Wellness. Today we review the "D" in DOSE which represents the "dreaming" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the next 10 weeks, we will continue a guided financial wellness journey together and I will share how your financial adviser, financial planner, or wealth manager can best help and support you each step of the way. 

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Be Financially Well,

Kelly

Kelly Palmer
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