Try to take a step back and review your finances, without judgment, to determine what is important to you.
Remember that even in times of stress and unease, keeping a routine can help things feel a little more normal.
What are the different ways a market can recover from a sharp drop?
What can provide hope in dark times in the economy?
Through technology, I can still be there for you, even when we can’t be in the same room!
How is your adviser getting paid?
What types of investments are out there?
Are there hidden expenses you might not see within your investments?
What areas are included in a financial plan?
How do plans with Evolution Financial differ from others?
A plan isn’t “set it and forget it.” Those ongoing conversations around life changes help you move forward!
What are the things debt can take from you?
How does debt hold you back?
Let’s talk about how you can get rid of that debt and become the person you have been striving to be!
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
