Self-Care W�kshops
Find your tribe to encourage and support you on your path to empowerment, wellness and joy.
Erica L Wilcox, LPC FOUNDER, WILCOX WELLNESS, LLC Truth Seeker. Silence Breaker. Soul Igniter.
Interactive, innovative and fun, our workshops and seminars can jump-start your transformation by funneling a ton of the latest research and strategies for increasing health, healing and happiness in your life within a targeted period of time.
Reclaim Your Power!
Call 860.266.6098 for information on group therapy and upcoming workshops.
92 N Summit St Southington, Ct • 06489 • 860.266.6098 •
wilcoxwellness.com
you need to access them, experiment with how best to store them. You know best what brings you peace of mind. Whether it’s keep- ing your fi nancial records in a canvas bag, electronic media, or some other combina- tion, there is no “right” way for all people to do this. Be patient, be gentle, and allow yourself the freedom to try out and develop in time a sustainable approach that protects your information and works for you.
Some widely-used organization tech- niques you may fi nd helpful include:
• Even if you use different media to store fi les (e.g. technology + safe + bins) keep all of the media in one place (e.g. your home offi ce).
• Organize the documents within and across the different media according to a logic that is intuitive and memorable for you.
• Apply the same organization logic to all types of your fi nancial records.
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fi nancial records, including how long to keep different documents and how to protect them, join me on Saturday, April 11 at Panera Bread in Westport for “Second Saturdays with Caroline.” For more info, check out Caroline Wetzel CFP on LinkedIn, Facebook, and Instagram, and visit https://secondsaturdays-
carolinewetzelcfp.eventbrite.com/.
Caroline Wetzel is one of Natural Nutmeg’s 2019 and 2018 10Best Winners for Business/Life Coach. Caro- line is a Certifi ed Financial PlannerTM
(CFP®) and Vice Live Your Best Life
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President, Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively “Procyon Partners”) are registered investment advisors with the U.S. Securities and Exchange Commis- sion (“SEC”). This article is provided for informational purposes 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 36.
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