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Gaining Perspective Through Financial Planning

Gaining Perspective Through Financial Planning

April 24, 2020
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How did we get here?  What does this mean for us?  Will we be OK?...

These are just a few of the questions that are going through all of our minds at this moment. They point towards the need to find the right Perspective so we can continue to move forward in our lives.  Regaining perspective is really an act of choosing to focus on our values and what matters most.

Getting started

Find a quiet spot and follow these steps to begin:  

Financial Priorities - In WealthLink (eMoney)

Now that you have your list built, Log in to WealthLink > Organizer > Financial Priorities

Enter your list in the Custom field or choose from the quick list.

Financial Priorities - Taking Action

Financial Priorities - Where Do We Go From Here?

The next step in the larger process of Financial Planning is to use Your Priorities List to begin establishing SMART Goals.    We will be discussing what that process looks like on our next Weekly Webinar and Blog post: Gaining Perspective Through Financial Planning (Part 2).  In the meantime if you are ready to move forward and update your Goals, Please Contact us to schedule a meeting.

This is meant to be general, and it is not investment or financial advice or a specific recommendation of any kind. Please consult your financial Advisor before making financial decisions. (05/20)