CLient Portal
Read Time: 
3 min
Posted by 
Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.
January 4, 2023

What Financial Issues Should I Consider at the Start of the Year?

The beginning of the new year is the perfect time to discuss the various factors influencing your planning.

For example, we 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.

Take a look at the What Issues Should I Consider At The Start Of The Year? checklist I’ve included for you. 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 the checklist I’ve included has helped you identify topics we should plan for, please get in touch with me to schedule a time for us to discuss them further. I welcome the opportunity to have this conversation with you!

Join our Newsletter for Financial News and insights
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
Click here to read our Form Client Relationship Summary