It May Be Time for a Financial Checkup
The only constant in life is change. Whether you’ve started a new job, gotten married, welcomed a child or grandchild, purchased or sold a home, received a raise, started or sold a business, or experienced any major life event—even positive changes—can have a significant impact on your financial picture.
Why Schedule a Financial Checkup?
Just as you schedule annual health checkups, it’s wise to periodically review your finances with a professional. Life changes—big and small—can affect your tax situation, savings goals, investment strategy, and risk profile. Regular checkups help ensure:
- Your financial plan stays aligned with your life goals.
- You maximize tax benefits and avoid costly surprises.
- Your estate plan and insurance coverage stay up to date.
Facts About Saving in America
- Nearly 60% of Americans feel behind on saving for retirement, according to a 2024 Bankrate survey.
- The average emergency fund covers less than three months of expenses (Federal Reserve, 2023).
- Only 35% of Americans work with a financial professional, yet those who do report higher confidence and satisfaction with their finances (FINRA, 2023).
When Should You Schedule a Checkup?
Consider reaching out if you’ve experienced:
- A major life change (job, marriage, birth, inheritance, etc.)
- Significant changes in income or expenses
- Market volatility impacting your investments
- A desire to plan more proactively for retirement, education, or other savings goals
Don’t wait for tax season or a financial emergency to review your situation. Regular checkups with our experienced team can help you stay prepared, protect your wealth, and plan for what’s next.
Contact one of our experts today at (888) 388-1040 to schedule your financial checkup—your future self will thank you!
