Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are discussing the Financial Health Checklist.
If you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
