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New Year, Same Financial Problems

At the stroke of midnight the ball will drop, champagne will be sipped, and a new year will begin, but all of your financial problems will still exist. These problems tend to cause financial stress and anxiety which can ruin your physical and mental health as well as your relationships.


Meme of financially stressed couple

So as you rest and rehydrate on the couch this New Year's Day, it's a great time to set up an appointment that can change your financial future. For example, my clients will be working through a myriad of goals next year, including:


  • Creating emergency funds

  • Paying off credit card debt

  • Earning more money

  • Investing for the first time

  • Buying their first home


Some of these are incredibly boring, such as an emergency fund, and they all require time and sacrifice, but what makes it possible is that they won't do it alone. As their financial planner, I will be connect with them every month, and in some cases more frequently, because life doesn't happen on a monthly schedule. Most importantly, we will also have a few laughs along the way, because if you aren't enjoying your financial journey, then you won't make it past the first few steps.


Meme of woman walking to wealth

If you are looking for a 2024 that's filled with more than a hopeful financial resolution, then schedule a free introductory meeting below.


For less than $5/day, Walk You To Wealth is the most affordable way to access professional help.


Disclaimer: The information in this post is provided for your convenience only and is not intended to be treated as financial, investment, tax, or other advice. The information is intended to be educational and is not tailored to the investment needs of any specific individual.  It is also not intended to be relied upon as a forecast and is not an offer or solicitation to buy or sell any securities or to adopt any investment strategy.  The opinions expressed are those of the author.  Reliance upon the guidance and information in this presentation is at the sole discretion of the individual.

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