New Year, New Goals: Is it Time for a Second Opinion on Your Plan?

Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year’s
resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like “What can I do today to move closer to my vision?” can transform your planning process. We also discuss life events that often trigger financial reviews, including retirement, job changes, inheritance, and why getting a second opinion on your financial plan can provide confidence and clarity. Plus, discover how our complimentary two-step consultation works and why ongoing planning matters for long-term success. Start the year strong with practical strategies for financial well-being!
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For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team