Are We On Track?

February kicks off the first half of our annual review season with many of our clients.?After a volatile and challenging 2022, we will revisit financial plans and strategies to ensure that we are on track based on stated goals and objectives.?In most cases, the destination will remain the same, although in need of a few course corrections along the way.

However, that will only be part of the story.?The bigger part is always a deeper dive on the emotional side of the financial journey- how are YOU feeling??No doubt, that 2022 was a challenging year, and we remain cautiously optimistic that the financial markets will address and resolve some of the headwinds we faced last year, namely rising interest rates and the very limited safe havens that provided positive returns.?Every year presents new challenges, however the keystone of our lasting relationship with you remains our candid and open communication to address difficult questions and circumstances.?

To this end, with so many layoffs and changes in the workforce, especially in the Bay Area, if you, friends or family members could use help or would like to have a conversation to explore their options for 401k rollovers, insurance needs or other concerns, please let us know- we are happy to help.? To set up a meeting with our team- CLICK HERE

Happy Valentine's Day!

Victor Gaxiola

p.s. Be sure to check out the TechGirl Financial Podcast on Spotify , Apple Podcasts, and Amazon Music .