Stock photo of someone reading a book marked "2020" on the front cover.

Commit to healthy financial _ this year

Around this time of _ many of us make _ to adopt healthy eating _ and fitness habits, but __ forget that healthy financial _ can be just as _.

As a financial planner, _ get to see people the results of good _ habits and struggle through effects of bad financial _.

When it comes to _ planning, people are quick __ spout off rules of and quick fix strategies, each person’s plan needs __ fit them, so I _ it can be helpful __ think about things more _.

No matter who you every financial plan comes _ to a few questions:

  1. How much are you _?

  2. How much are you ?

  3. How much time do have?

Though we’ve always been _ proponents of financial planning __ Wealth Management, we’re making __ even more of a in 2020 for our __ – are you going __ make it a priority __ well?

If you have any _ or are interested in __ with Wealth Management to together a formal financial _ for yourself, contact your local Wealth __ . Of course, I’m _ available to answer any you might have as _.

Happy New Year and _ luck with your resolutions, they may be!

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