Five smart questions to ask yourself right now

Build momentum. Stay intentional.

How’s your plan tracking this year?

August is a good time to pause and make sure your financial strategy still fits your goals.

It doesn’t take a full overhaul. Just a few thoughtful check-ins can make a big difference.

Here are five smart questions worth asking:

1. Have my goals changed since the start of the year?

   If life looks different than it did in January, your plan might need a quick adjustment to stay aligned.

   
   

2. Am I making the most of my current income?

   This includes automated savings, debt repayment, and using available tax-advantaged accounts.

   
   

3. Have I reviewed my protection lately?

   Life, disability, or critical illness coverage should evolve with your personal and professional life.

   
   

4. Am I staying on track for retirement?

   Whether it’s five years away or fifteen, clarity now helps avoid stress later.

   
   

5. Do I have unanswered financial questions?

   If something’s been on your mind, this is a good moment to bring it up.

Let’s talk about your plan.

📩 Contact us to book a planning conversation.