How Financially Healthy Are You? Identifying the Hidden Obstacles for Financial Health
Tuesday, February 26, 2013 from 6:30 PM to 8:00 PM (EST)
Being physically healthy requires more than just a well-balanced diet and regular exercise. Similarly, true financial health entails more than simply earning solid investment returns and staying in control of debt. A financial checkup for high-net-worth individuals should include a careful evaluation of each piece of the wealth mosaic.
Individuals and families should revisit these issues regularly because milestones, such as a career change, a liquidity event, or the birth of a child or grandchild, create new challenges and opportunities. A holistic, integrated approach to dealing with these interrelated issues is the best way to achieve a clean bill of financial health.
Register today for this free event!
As an independent financial advisory firm, Windward Capital provides unbiased advice to help individuals, families, and companies succeed.