Chances are you or someone in your circle has faced a life-changing event as a result of the COVID-19 pandemic. Many are reaching out for financial guidance. Do you have any financial questions or concerns to address at this time? The Life Events Checklist below can help you determine if there’s a need to connect now. If one of the listed events has impacted your life, let’s touch base to see if a further conversation is needed.
Off to College & Empty Nest
Other Family Support
Health & Disability
Real Estate & Rentals
If anyone else comes to mind who may have experienced one of these life events, please take a minute to share this message with them. They are welcome to contact the office with any questions.
Hope to speak to you soon!
Do you check any of these boxes?
October 05, 2021