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Today: Jun 13, 2024

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

1 min read

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.