Financial Wellness and Financial Goals

Episode 052 | Adviser Checkup Podcast

This episode is the seventh step in a 10-week series called a DOSE of Financial Wellness.  Today we begin to cover the "E" in DOSE which represents the "execute" phase of our journey. I will discuss how to set your financial goals including some considerations around a goal we all might have, retirement.  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