Financial Wellness and Organizing Your Financial Life

Episode 047 | Adviser Checkup Podcast

This episode is the second step in a 10-week series called a DOSE of Financial Wellness. Today we begin to review the "O" in DOSE which represents the "organization" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the 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