Speaking Your Brand Podcast | Ep 203

Did you enjoy some of the tips I shared with Carol on the Speaking Your Brand podcast? Below you can download a checklist of your financial items to review at the end of the year. If you have been looking for a licensed professional who can help you implement smart strategies in your business and personal finances, and you would like to learn more about my services, schedule a complimentary Discovery Call to see if we are a good fit.

ANNUAL REVIEW CHECKLIST FOR BUSINESS OWNERS

Download this list of items to review for your business. You will also get the checklist for your own personal finances because they are just as important!

ANNUAL REVIEW CHECKLIST FOR PERSONAL FINANCES

Download this list for your personal finances. Take inventory of your personal insurance, savings, investments and important documents.

Want to join the conversation?

If you enjoyed the first part of our conversation where we discussed the importance of diverse groups of people talking and sharing with each other so we can break down the power of racism, click here to get recaps and reminders. We meet the 1st and 3rd Wednesday of each month, at 7pmET