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Year-End Financial Checklist

December 16, 2020

2020 has been a tumultuous year, to say the least. But this year is the perfect representation of why we work together: we plan ahead, taking into account different scenarios and emergencies, to devise a solid strategy that helps you stay on track for your financial goals. Thank you for your partnership and for placing your trust in our investment process.

While it feels like many elements of life are beyond our control, there’s a simple task you can do to feel more confident about the future: take a quick inventory of your financial life. Attached here is a checklist that, in about 5 to 10 minutes, will help you assess where you are today so that we can continue to find the right way forward tomorrow.

Please take some time to review and complete this quick checklist. If you have specific concerns or items to discuss, contact the office any time to schedule an appointment.

Year-End Financial Checklist

Have a safe and healthy holiday season!

Take care,