Thinking about the highlights and lessons learned over the past year is a fantastic way to invest in ourselves. It can also be a good opportunity to learn more about our choices—and for starting 2020 with a clean slate and the power to make the New Year better.
So, as you reflect on 2019, take a lesson from high-powered performers: Take some time out to close the year out right. Consider the successes as well as the challenges. Celebrate the wins, think through the losses, and build on the progress you've made.
With clarity on your achievements and setbacks in 2019, you'll have the foresight to start 2020 on the right foot. And that can help you increase your "financial fitness" in the New Year and beyond.
As your advisory team, we are here to support your journey and help you focus on the big picture. We are working through our own checklists on your behalf to help make sure you're finishing the year strong.
If you have questions about your game plan for 2020, please give our office a call at (513) 779-3030. We'd be happy to answer your questions and continue the conversation.
Until then, Happy 2020!