Financial & Investment Tips Blog with Sue Peck of Evolution Financial

August 2019 – TVW – Talk Wisconsin

What’s happening in the stock market?

Why is having a financial plan important when determining investments?

Remember that you can only control what you can control.

When is a good time to check in with your spending plan (budget)?

How can you reduce risk?

What are good activities you can do in the summer to review your financial plan?

What is a good way to approach budgeting?

What holds people back from getting a financial plan?

Let’s have a conversation. No jargon. No judgment. No hard sales.

Why is considering cash flow and lifestyle important in planning?

Can financial planning be done without investment management?

Let’s look at your whole financial picture to move you forward!

What is in a financial plan?

What are the benefits of having an ongoing financial planner relationship?

What is included in ongoing financial planning?