Jan 24, 2023
This episode is the fourth step in a 10-week series called a DOSE of Financial Wellness. Today we finish reviewing the "O" in DOSE which represents the "organization" phase of our journey. I will discuss how to communicate with your partner regularly and the best way to involve your financial adviser. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the 10 weeks, we will continue a guided financial wellness journey together and I will share how your financial adviser, financial planner, or wealth manager can best help and support you each step of the way.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.