It’s the most wonderful time …for financial security
Clients seeking financial advice typically have a list of items they’d like to discuss. The list includes retirement planning, budgeting, investing, and social security just to name a few. It’s clear many of them have been thinking about taking control of their financial life for a long time, but never took the step to ask for help. Financial stress impacts our physical and mental health, so it’s crucial you take that step and get the financial advice you need. As it turns out, the ‘most wonderful time of the year’ is also the perfect time to get your financial house in order. Here are three reasons why;
You have time
Well not everyone has time, but many people take time off from work at the end of the year. Kids are out of school and many employers see slower business, allowing for well-earned rest and relaxation. This downtime presents the perfect opportunity to book a coaching appointment and finally take control of your financial life. Whether it’s paying down debt, saving and investing, retirement planning, or budgeting, get your questions answered now and you’ll feel a weight lifted off your shoulders.
Prep for tax time
With tax season approaching, this is the ideal time to take stock of your finances in order to maximize deductions and reduce your tax bill. Our budget planner is a great place to start and a coaching conversation can answer your questions and help you optimize your financial life. Getting control of your finances now will reduce a lot of the pain and stress you feel at tax time.
Start the new year right
Retirement planning, debt, mortgages, and car loans. These are challenges that require sound financial advice and the more you plan, the better the chance you’ll be able to achieve these goals. The first step in successfully managing your money is having the right knowledge. Armed with knowledge you’ll make smarter decisions and your money will go much further in 2023 than it did in 2022.
The biggest investment you can make this season is in yourself, your future, and your physical and mental health. Getting control over your money rather than having it control you will improve your life in all of these areas. Schedule an appointment now and move confidently into the new year with your financial life under control.
