2.Know How Your Financial Pieces Fit Together
• Understand your income and expenses, including which activities are automated and which accounts are linked.
• Monitor account (credit card, investment, checking, savings) balances and interest rates associated with debt you carry.
• Confirm whether any profession- als assist your family (e.g. Certified Financial PlannerTM
, Accountants,
Attorneys) and retain their contact details in the same safe place you store your other financial puzzle pieces.
3.Make Planning a Priority
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• Name beneficiaries for your financial accounts and double check that the right individuals are named after ma- jor life events happen (e.g. marriage, divorce, death).
• Ensure legal documentation is in place and continuously reflects your wishes (e.g. will, power of attorney, health care proxy, trust if needed).
• Understand the savings, spending, investment, and insurance plans you have in place today and why; as life changes, revisit your current ap- proaches and adjust as needed.
• If you would appreciate an indepen- dent view on your family’s current approach to finances or if you, like Theresa, would value working with an experienced professional who guides you in identifying the pieces of your unique financial puzzle and manages your investments, know that I am here.
Caroline Wetzel is one of Natural Nutmeg’s 10Best Win- ners for Business/Life Coach. Caroline is a Certified Finan- cial PlannerTM
(CFP®) and Vice
· · Registered Yoga Teacher: Gentle, Mixed, Shamanic · · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · ·
President, Private Wealth Advi-
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28 Natural Nutmeg - September 2019
sor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (col- lectively "Procyon Partners") are registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational pur- poses only and for the intended recipient[s] only. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 24.
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