Are you checking in often enough?

Planning is part of life; there are certain annual habits we uphold without question:

• We visit our accountant at least once a year to keep our taxes in order

• We schedule yearly checkups with the dentist to protect our smile

• We consult our doctor to ensure our health is on the right track

• And, of course, we service our car once or twice a year to keep it running smoothly.

But here's the real question: How often do we consult a financial planner about our economic health?

Are you checking in on your financial health often enough?

While these habits are vital, neglecting your financial future could carry far greater consequences. Regular meetings with a financial planner, perhaps once or twice a year, can help you:

• Stay on top of your financial goals.

• Adapt to life changes, such as career shifts or family milestones.

• Prepare for unexpected challenges and opportunities.

  
  

Like your car or your health, your finances need ongoing attention to remain in shape. If you're not ready to meet with a financial planner regularly, it may be time to schedule it.

Are you checking in often enough? Your financial future is as important as your health, taxes, and car. So, when will you start "servicing" it annually?

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