The Benefit of Having Your Annual Financial Check-up

As a family-business advisor, whenever I meet with clients, we invariably discuss their goals, objectives and yes, even their dreams. In many cases, there are obstacles that can put a dent in these plans. Changes occur constantly in life: marriage, the birth of a child, a major purchase, divorce, retirement, illness and so on. Isn`t it curious that we check our house, our cars and even our bodies on an annual basis; however, when it comes to our personal financial affairs, we tend to ignore them until there is a problem or a major life event? Why do we do this? Well, that's a topic for a separate article, but I can provide you with a checklist for reducing your financial stress. (Think of me as your financial psychologist as many of my clients do.)