January News: 2022

Reflecting on the past and setting new goals is often how the New Year starts and this year, with all the COVID surge challenges, it is more important than ever to take stock and create new priorities.

It is also at this poignant time of year that many couples choose to part ways. The emotion of the holiday season and turning the calendar page, causes them food for thought, often reaching that tipping point. As clients move forward looking towards a new beginning, we need to be ready to help them navigate the financial aspects of this unknown stage of life.

Review your marketing plan and business development strategies to be available for families who have chosen to decouple as their New Year’s resolution.

Linda, Melanie, Marina and John


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