The New Year is a great time to pause and reflect on your goals and values. Your financial plan is a huge part of that! In this episode of Financial Clarity for Doctors, Corey and Rachelle offer some suggestions of things to reflect on and how to use that to adjust.
What should you focus on?
This is a lot! Sometimes you feel comfortable reviewing on your own, but this is also a great thing to do with your financial advisor. If you review a bit on your own and have specific thoughts or concerns for your advisor, schedule a meeting and make some adjustments. When you have a better understanding of how you’re doing, you can plan much more effectively.
For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
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