October is National Financial Planning Month, which can serve as a great reminder to check in on your long-term financial goals. Financial Planning Month is a time to review the plans you have in place and adjust as necessary. Or to make a plan to begin with if you don’t already have one.
What are your goals?
What is your plan?
How are you tracking your goals?
It’s always financial planning month at Clark Associates, give Jeff a call to schedule an appointment.