Broker Check

When Was The Last Time You Checked Your Financial Pulse?

Just as you may neglect to get an annual physical, you may also put off checking your financial health. When you don't know if something's amiss in your financial body, you don't know for sure how well your money looks or if you should make changes. Our wealth management professionals are here to take care of you and your money with a financial health check.

Dimensions of Financial Health

Your financial health is the current condition of your financial affairs. Features of financial health include:

  • The amount of money you have in savings
  • The amount of money saved for retirement
  • The amount of your income devoted to non-discretionary or fixed expenses

Indications of strong financial health include rare shifts in expenses, steady income flow, sizeable investment returns and an increasing cash balance.

Checking Up on Your Financial Health

We also specialize in financial check-ins. One way we do this is by evaluating your current budget. If you don't have a budget or need a new one, we've got you covered. Our financial planning professionals also look over your estate plan to ensure your assets go to their intended recipients.

Debt plays a vital role in gauging your financial health. Other than examining your progress on paying off existing debts, we also check your interest rates to help you determine if it makes sense to refinance a loan or switch credit cards.

Contact Us

Schedule a financial check-up by calling 423-262-4311 or submitting a Contact Us form.

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