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Am I Ready for the New Year?

Am I Ready for the New Year?

December 26, 2023

With Christmas behind us, it's time to think about New Year. Are you ready? Maybe a visit with an experienced, highly-trained, CERTIFIED FINANCIAL PLANNER™ professional and Behavioral Financial Advisor to help better review your priorities for 2024 would help. Follow this LINK to find a time for us to have a New Year's visit.

And, you could also give this flowchart a try . . .

Often, financial goals and priorities are a big part of families' New Year resolutions. You might find it helpful to visit with an experienced, highly-trained, CERTIFIED FINANCIAL PLANNER™ professional and Behavioral Financial Advisor to help better understand your options. Follow this LINK to find a time for us to have a visit.

I am a financial planner who is an advocate for my clients ALL THE TIME – a fiduciary financial planner. I provide guidance based on clients’ best interests, not commissions or sales quotas. I think it’s the best way to serve clients and I am thrilled to work this way all the time.

And yes, I’m still taking on a few great families to be part of my financial planning practice.

Dunncreek Advisors does not provide legal or tax advice, nor is this article intended to do so.