Year-End Financial Review Can Reveal Regrets And/Or Room For Improvement

financial review

Every single human being is like a snowflake.

Each different in so many ways. Every person’s fingerprints are unique, personalities are unique, and each person’s financial situation is also completely individual. As we approach the end of the year, I always encourage a year-end financial review to see if you are on track with your financial goals or could improve upon what you’ve been doing.

Very often this “review” turns into a session comprised of end of year regrets. Both clients and prospective clients ruminate on the multitude of things they “coulda, shoulda, woulda done, but didn’t take action on.” Of course these are all things they believe could have improved their financial standing. They aren’t always right, nor are they always wrong.

The Benefit of Better Planning

The beauty of a year-end review, whether you are despairing over what you didn’t do or are discovering things that you can do better, is that you can make amends with yourself. This is the time to take action and prevent yourself from an end-of-year-regret session when December 2019 rolls around.

A financial plan built on taking small, manageable steps can lead to momentum that can be sustained as you watch your goals come into reach. Schedule a financial review now. Get it done and cross it off your list. That, in and of itself, can be a completely gratifying experience. Give us a call and let Red Feather Financial put you on track for a red-letter year.

Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Red Feather Financial and CSA are independent.
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Investment Advice offered through William Joseph Capital Management, LLC, a registered investment advisory firm headquartered in the State of CT and registered in CT, NC, GA, TX, and FL. Additional services offered through non-affiliated companies. | Lower fees for comparable services may be available from other sources. | PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE OR RESULTS | NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE |NOT A SOLICITATION TO BUY OR SELL ANY SPECIFIC INVESTMENT, STRATEGY, OR SECURITIES. Red Feather Financial offers services separate from William Joseph Capital Management LLC through Red Feather Financial. Red Feather Financial is not affiliated with William Joseph Capital Management, LLC.