Ready for a Financial Check-In? Now’s the Time to Get Back on Track
by Julia Pham, CFP®, AIF®, CDFA®
Aug 18, 2022
3 minutes
August is National Wellness Month, and while many think to focus on implementing self-care or health routines, don’t forget that financial health is a crucial part of wellness, too!
This month is a great opportunity to revisit goals before the demands of busy fall schedules and the craziness of the holiday season. Summertime is also a good time to get organized before the kids start the school year.
If you find that you haven’t been on track in the first part of the year, doing a financial check-in now gives you enough time to course
You’re reading a preview, subscribe to read more.
Start your free 30 days