Planning Financial Futures
Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether.
Personal financial planning is an ongoing, lifelong process. If we break it down into small, achievable tasks, it’s a lot less daunting and can pay huge dividends to you and your family.
Resolve to make yourself financially fit in 2023:
The following personal finance calendar may help you get started.
January | February |
|
|
March | April |
|
|
May | June |
|
|
July | August |
|
|
September | October |
|
|
November | December |
|
|
For more information, contact your plan’s financial professional Epiqwest Culver Wealth Advisors, LLC at (303) 442-3670.
Epiqwest Culver Wealth Advisors, LLC • 370 Interlocken Blvd., #290 • Broomfield, CO 80021 • (303) 442-3670
www.epiqwest.com
Investment advisory services offered through Epiqwest Culver Wealth Advisors, LLC, an SEC Registered Investment Advisor
ACR#5451900 02/23