How are those New Year's Resolutions coming along? Remember, financial health is just as important as physical health. What is it that your advisor does that you like and cultivates your loyalty?
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Great question: Ask someone who has been forced to claim bankruptcy, or whose card has been declined at the checkout counter, or who has had a bounced check how important financial health is. Especially when trying to buy a first home or car.
Folks go to the doctors and dentist at least one a year for a physical checkup or cleaning. Financial health is just as important, and a financial checkup should be done at least quarterly, not annually. Health insurance companies recognize the important of physical health by providing coverage for a free yearly visit. Same should be done by folks in regards to their financial checkups. I am happy to offer a complimentary second opinion on financial health.
How is financial health as important as physical health?
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