Financial Wellness and Communication

Episode 049 | Adviser Checkup Podcast

This episode is the fourth step in a 10-week series called a DOSE of Financial Wellness. Today we finish reviewing the "O" in DOSE which represents the "organization" phase of our journey. I will discuss how to communicate with your partner regularly and the best way to involve your financial adviser. 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