Get Ahead for 2025: Why Your Financial Plan Can’t Wait Until January
Caroline Tanis, CDFA?MBA
Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator
61% of people set a New Year's resolution around finances.
But as we know with most resolutions they give up on them before the end of the year
That's why creating your financial plan for next year happens now not when you wake up on January 1st
If you are part of that 61% of people who plan to use 2025 to kickstart your finances you need to work on creating a financial plan NOW
That way on January 1st, you can wake up, enjoy the day off, rather than scrambling to figure out how you are going to make 2025 your year
To learn more about why you need to start your planning now watch this weeks quick episode of The Wealth Cafe below
Ready to build a financial plan for your dream life? Apply for an introductory call today using this link:
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