April 8, 2020 | Financial Life Planning
Establishing a routine and having a project (or projects) to make progress on and check off the list can be helpful, motivating, and even therapeutic. For families, working together on projects that may have fallen to the back burner can create teachable moments, helpful conversation, and a shared sense of accomplishment.
So, for those days when weather doesn’t permit you to work outside, here are six financial spring cleaning tasks you should add to your rainy-day checklist:
The best part about this kind of spring cleaning is that you don’t have to walk it alone. If you have any questions or need any help with anything on the list above, just give us a call or schedule an appointment with your advisor. If you don’t currently have an advisor, we’d love to meet you and hear about your specific situation and needs. Schedule a no-pressure, complimentary introductory meeting today.
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!