New Year’s Financial Checklist

by | Jan 24, 2022 | Financial Awareness, Financial Planning

The Holidays have been a welcome break. Time at home, later wake times, less deadlines. Time to refresh and renew.
While there’s never a bad time to map out what your finances look like, it is helpful to start at the beginning of the year to plan and budget for the months to come.
Don’t know where to start? Here is a quick, 10-point checklist that we have found helpful when considering how to prioritize your finances.
  NewYearChecklist  

Viva Financial

4625 Morse Road, Suite 102 | Gahanna, Ohio 43230
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Viva Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, FL, KY, MI, NM, OH, OK, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright © 2024
Viva Financial