personal financial planning

It’s July and the New Year’s resolutions you made have probably been long forgotten.  But it is not too late to make changes to hit your goals for 2017.  During the slower summer season, it is a great time to reflect on how the year has been going so far and correct course for the rest of 2017.  This is especially true for financial goals.  I can help you see how 2017 has been so far and help you figure out what to do to get the most out of the rest of the year, whether it is to maximize retirement savings, pay down debt, or improve your company’s profitability.  Contact me to set up a mid-year review: