Reflecting on Your Financial Structure | AWM Insights #185

Creating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure.

Accommodating these updates and protecting new, important priorities is the only way to keep a portfolio relevant to a client's needs. It takes constant and clear communication to establish and reestablish a plan that will continue to position our clients in an optimal position to achieve their goals.

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Episode Highlights:

• 0:00 Intro

• 1:10 Reflecting on your financial structure

• 2:00 The value of refocusing and adjusting the plan due to updated circumstances

• 3:23 Focusing on what you can control and evaluating the sources of news we consume

• 5:26 Money is a tool, and are the right tools in your shed for your purpose?

• 6:35 Text us!

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