The beginning of the new year is the perfect time to consider the various factors that influence your financial plan. Incremental changes that occur over the course of many years may not seem very meaningful, but over time they can result in significant changes to your financial circumstances.
We can help you:
- Measure your progress toward your goals and consider any new goals you’ve set for yourself.
- Evaluate your insurance coverages to make sure your minimizing your risks.
- Revisit your assets and debts and evaluate whether your risk tolerance continues to be appropriate.
- Review your tax situation and identify tax planning opportunities.
We’ve included a checklist to help you think through any personal financial issues that may come up this year. While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and help to identify what the best opportunities are for you.
This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.