Gaining to Give

S2-18: A Mid-Year Money Check-In


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Thais week, Josh encourages us to revisit and reflect on our financial goals we set at the start of the year. Are they still relevant? Have you made the progress you hoped for? Josh also walks through how to evaluate our goals with fresh eyes, identify what might be causing us to fall behind, and explore practical ways to adjust our plans moving forward. Whether you're ahead, behind, or just getting started, this check-in is your chance to realign and refocus for the rest of the year.

 

For more information or to contact The Roche Group, you can find them on social media or by visiting their website: www.rochewealth.com

 

 

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Gaining to GiveBy The Roche Group, Wealth Advisors