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Having a relationship with a financial practitioner can be useful, especially when it’s time to do your annual or bi-annual review. They might ask you questions about various accounts you’ve accumulated in the past and sometimes they help you find money you’ve totally forgotten about. We’ll also discuss things you should be thinking about or doing financially, after you’ve lost a job.
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Do you have an inspiring story, a cautionary tale or some solid #buildwealth advice? I'd love to hear from you. You can send your story or advice to [email protected] or leave it on our voicemail @ 888-56-SHARE(888-567-4273).
By Mr. #BuildWealthHaving a relationship with a financial practitioner can be useful, especially when it’s time to do your annual or bi-annual review. They might ask you questions about various accounts you’ve accumulated in the past and sometimes they help you find money you’ve totally forgotten about. We’ll also discuss things you should be thinking about or doing financially, after you’ve lost a job.
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Do you have an inspiring story, a cautionary tale or some solid #buildwealth advice? I'd love to hear from you. You can send your story or advice to [email protected] or leave it on our voicemail @ 888-56-SHARE(888-567-4273).