The start of a new year is an excellent opportunity to take stock of your financial plans and make any necessary adjustments. It’s a time to reflect on your progress, set fresh goals, and ensure your financial strategies align with the life you envision for yourself. By proactively addressing key areas, you can set the stage for a successful and confident year ahead.
For example, you can:
- Look at your progress toward your goals and consider any new goals you’ve set for yourself.
- Evaluate your insurance coverages to make sure your risks are minimized.
- Revisit your assets and debt and evaluate whether your risk tolerance continues to be appropriate.
- And more!
That’s why we created this checklist for the start of 2025. In addition to the ideas above, we can organize you for tax season, so you have a smooth experience. There are many reasons why having a good conversation now can set you up for success later.
Sometimes the incremental changes that occur year-to-year may not seem like a big deal. In reality, though, they can add up. The planning that we’ve done together can evolve to protect and strengthen the people and organizations that are important to you.
If you notice areas you want to discuss together, you’re welcome to schedule a complimentary consultation with our team of financial advisors using the link below.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.