Broker Check
FOURTH QUARTER

FOURTH QUARTER

| December 13, 2023

4TH QUARTER 🕘

Here’s how I’ve been helping clients in the fourth quarter ✅✅✅

🔎 Reviewing 2023 Progress ⤵️

➡️ What went right
➡️ Where do we need to change
➡️ Pivot if needed
➡️ Celebrate your wins!

🗓️ Year end tax planning⤵️

➡️ Stock option vesting
➡️ Tax loss harvesting
➡️ Roth conversions
➡️ Contributions to retirement accounts

🎯 Looking ahead to 2024 ⤵️

➡️ What you would like to accomplish and
➡️ How we can work together to help you get there
➡️ Discuss personal, family or job changes that may alter your plan

👉 This is my process for helping people. I’m sure the financial professionals you work with do something similar.

❓What are you doing to end the year on a positive trend

#productivity
#money
#future
#bestadvice

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