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Annual Financial Checkup Package District of Columbia Form

Annual Financial Checkup Package District of Columbia Form

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hi welcome to today's video and thanks for joining me today we're going to be looking at this subject the midyear financial review now why is this important well you're if you're working for someone or you're just one of those goal Setters you always have to be looking at or taking stock of where are you today where did you begin and where did you hope you would be at this point in the year and then you've got another 6 months to go to really achieve all the things you wanted to have happen and all those outcomes that you're hoping that would happen this year you really want to set those on fire and get going on them right so the mid year review is so crucially important we're going to be getting into things like portfolio reviews taxes Insurance cash flow understanding your risk tolerance a lot of different things so that you can really be ready to achieve everything you want to do in the last 6 months of the year so with

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