Oct 22, 2021
It's National Financial Planning Month, and we can all use a little push to embrace small changes in our financial well-being. It's a timely reminder that as the holiday season (aka gift-giving costs) approaches, it becomes more essential for us with plenty of excellent reasons why now isn't really the time to begin.
We can often think it's too big of a thing to tackle, but the fact of the matter is it takes very little time and effort to empower yourself to live a better financial life.
The most important thing to remember about this process is that it’s about you. It’s about what’s important to you. It’s about what’s important to your family.
Our returning guest is Katie Wilson, Wealth Advisor & Founder Nourish Wealth Management, located at 291 Wall Street, 2nd Floor, Kingston, NY 12401. 845.802.0070. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser."
For nearly fifteen years, Katie has empowered clients to pursue their personal and professional goals. She works diligently as a partner for clients, in collaboration with tax advisors and estate planning attorneys, to organize and evaluate the foundation for a sustainable lifestyle that drives success for a client's objectives.
Join us for a discussion on the easiest way to tackle financial planning this month—keep it simple, get started with one small step, invest in YOURSELF!
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Website: http://www.herfinanceclub.com
Learn more about Katie Wilson at Nourish Wealth Management:
https://www.facebook.com/Nourish-Wealth-Management-1524421010957977/