4 meetings: wealth building, January to December. Let’s schedule now!

TLDR:

• The author meets with four financial experts every January to plan her financial goals and strategies for the year ahead.
• She starts by checking in with her personal banker to learn about new banking products and services that may be beneficial.
• Next, she meets with her independent financial advisor to review her financial situation, set goals, and create a strategy to achieve those goals.
• She also meets with her wealth advisor at her online bank to discuss investment and savings account options.
• Finally, she consults with her accountant to review any tax implications of her financial plans.