Living Fully Conversations

Wealth Creator Moment: 5 Steps for Making 2018 Your Best Financial Year Yet


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In the first installment of the Wealth Creator Moment, I share five tips for making 2018 your best financial year yet:
1. Understand the "all-in" cost of your financial advisory relationship.
2. Align your portfolio with your values.
3. Understand the risk you are taking in your investment portfolio.
4. Ask your advisor what other services they provide that you could be taking advantage of.
5. Ask yourself if you have the right professional team.
To learn more about turning meaningful wealth into a meaningful life filled with passion and purpose, connect with me on social media at @jcchristianson or send me an email at [email protected]
Music: "Day Is Gonna Come" by Royal Deluxe
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Living Fully ConversationsBy John Christianson

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