October is National Financial Planning Month.
As a thought partner for our clients, we help them answer common questions such as:
How much should I set aside for cash reserves?
Do I have enough life insurance to support my family?
Can I retire at 60 without having to change how I spend money?
When should I collect social security?
Are my investments too conservative/too risky based on my goals?
If you feel ready to start thinking through some of these questions related to your personal financial health and/or goals, I invite you to read about the different ways we can work together (under C'mon Aboard) and give me a call for an initial conversation.