Each year has milestones, setbacks, & other significant events that deserve acknowledgement.
Your personal timeline just experienced a new tally on the total times you travel around the sun, so why don’t we define the significance of this specific tally!
Watch this video and then download the worksheet from the link below so you can reflect on your year before you move onto the next one!
For the worksheet referenced, please visit this link Review Your Year.
Thanks for reading and if you want guidance on how to navigate your personal finances, please get in touch with me or learn more at Well-Rounded Success’ Services on the website.
About the Author
Dan Andrews is the Leader & CERTIFIED FINANCIAL PLANNER™ of Well-Rounded Success. Dan enjoys guiding and encouraging millennials through their ‘adulting’ responsibilities. His behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.