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Dollars & Sense: Tick-Tock: Have You Had Your Annual Financial Review?

Dollars & Sense: Tick-Tock: Have You Had Your Annual Financial Review?

August 31, 2023

When you were told to complete your homework as a child, you probably moaned and groaned. If you partner with our team, there’s one homework assignment that must be completed each year – scheduling your annual financial review. We promise you’ll thank us later!

At Freedman Financial, the very last action item on your financial plan is to review your plan on an annual basis. Why is this important? All of the relationships with our clients start off by completing a financial plan. During this comprehensive process we try to emphasize that it is an ongoing process and not a “one and done”. So much changes in your life over the course of 1, 5, 10, 20+ years and your financial plan should reflect that.

If you’re in need of a financial review or are interested in a second opinion, contact our team today.

Tune in to this week’s episode of Dollars & Sense as Marion and Christian discuss the three major categories that could potentially change your financial plan in a language you can understand.

A full complement of Dollars & Sense broadcasts found here.

During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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