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Annual Financial Checkup Package Texas Form

Annual Financial Checkup Package Texas Form

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it's that time of season again where we start to get ready for the festivities that christmas brings in the new year's resolutions that quickly follow after one thing that i think is super important as we look into the new year is doing an annual financial check regardless of where you are in your financial plan a financial checkup is critically important the doctor called you and said hey i need you to come in for your annual physical checkup i would expect and hope that you would follow the doctor's advice and come on in check things out just to make sure there's nothing going wrong and if there was you could be proactive and preventive with it similar to the financial health an annual check in with your financial planner is critical to ensure that you're staying on track to reach your goals looking for opportunities and updating any changes because the financial plan is fluid it needs to change it needs to adapt with your lifestyle and your ch

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