Annual Review: 3 Essential Questions for Wealth Builders

As the year winds down, it’s time to pause and reflect. Wealth builders who take a proactive, intentional approach to managing their financial lives know that an annual review isn’t just a task. It’s an opportunity to refine their strategy, address risks, and ensure their plans align with the bigger picture.

This isn’t just about investments. True wealth building takes a 360-degree view of your financial life, including taxes, estate planning, insurance, etc. Start your annual review with these three essential questions to lay the groundwork for a more robust, smarter year ahead.

1. Does My Wealth Align with My Goals and Lifestyle?... read the complete blog on our website.

This article first appeared on Fulcrum Wealth Advisor's blog at The 3-Question Annual Review for Wealth Builders