An annual review of your finances is a smart thing to do. It’s an opportunity to measure the progress you are making toward your goals and make needed adjustments based on your own personal situation. You should do a financial checkup at least once a year or with major life events such as marriage, job change, divorce, children, or starting a business.
Review your financial goals
— have you made any progress? Are they the same? Do they need to change?
— what has happened in the past year and what is about to happen in the near future?
Assess your insurance policies
— review health, life, auto, and home insurance policies — what changes are needed? Are you eligible for discounts?
Review your will/estate plan
— ensure that you have updated or modified it if your family has changed (marriage, divorce, children, etc).
Make an appointment with your Financial Advisor
to discuss rebalancing, investment performance, life changes (marriage, divorce, children, buying a property).
Evaluate/create your spending plan
— review where your money is going and reallocate if needed to get you to a 10% or more annual savings rate.
Reduce your income taxes
— this is a good time to review your taxes. Set up an appointment with your
Tax Advisor to uncover tax deductions that you might not know about.
Evaluate your retirement goals
— review your retirement plans to make sure they still align with your goals and if not, schedule an appointment to meet with your Financial Advisor to discuss.
Set up an annual meeting with the important people in your life
to discuss how the year went and how you’d like to move forward into the next year.
Get your files into shape for the coming year
— shred documents that you do not need for
longer than a year.
Since 1999, Anna has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Anna has dedicated her career to delivering the personalized investment planning services her clients deserve.
Anna began her career with AG Edwards and Sons, where she developed her fundamental investment knowledge. Through the merger with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, Anna continued to offer investment advice for individuals and families.
Anna grew up in a military family. She attended high school in Japan, holds a Bachelor’s degree in Business Administration from The University of South Carolina, and two Masters degrees: a MBA and a Master of Arts in Management and Leadership from Webster University in St. Louis, MO. Over the years, Anna has been active in the community through The Chamber of Commerce, Junior Service League, Rotary, and her sorority.
Away from the office, Anna spends her free time with her three boys. They like to stay active biking, beach walking, traveling to new places and boating.
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