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Discussing Finance$ Over the Holidays

Discussing Finance$ Over the Holidays

December 05, 2023

The Holiday Season is upon us - from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived.

For my family, this season is a time of reflection and connection as we bid farewell to the old year and look with hope toward the new. As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.

But, most people fall in to one of these two categories:

📜 I Have A Plan, But I'm Not Sure What To Say...

I'm always happy to help you structure that discussion and can help explain why we selected specific approaches with your overall financial management. Reach out and we can talk through the options to discuss your estate planning decisions with your family.

I Don't Have A Financial Or Estate Strategy In Place...

If you have been putting off creating a strategy for your financial future, the New Year is the perfect time to make positive first steps. Creating a plan helps to provide peace of mind and talking about your financial goals sets the stage to design your personalized estate strategy.

🚶‍♀️ What Are My Best Next Steps?

Discussing financial matters can be challenging, so please let me know if I can ever be of assistance. Pleasefeel free to share my contact information or let me know how I can help.

Happy Holidays to you and your loved ones!

Want to take your best next steps?

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