Financial Wellness and Repeating the process

Episode 055 | Adviser Checkup Podcast

This episode is the final step in a 10-week series called a DOSE of Financial Wellness.  Today we finish covering the "E" in DOSE which represents the "execute" phase of our journey. I will share how often you need to repeat each step in the journey and share my master schedule to help you succeed.  Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the past 10 weeks, we completed a guided financial wellness journey together and I shared how your financial adviser, financial planner, or wealth manager could best help and support you each step of the way.

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Be Financially Well,

Kelly