Finding Quick Wins Before the Planning Begins

We talk a lot about what happens during the planning process but the time we spend before starting the plan can uncover areas that can become quick wins. ​It’s important that we take the time to assess your current financial standing because this initial evaluation sets the stage for everything that follows.

In this episode, we’re going to going to take you through the process and explain what we want to learn more about and why it’s important for long-term planning.  By examining each of these areas, individuals can identify levers that can be adjusted for improved financial outcomes.

Here’s what we’ll cover today:

🔍 Assess Your Current Financial Situation

Ask yourself fundamental questions like "Am I okay?" and "Am I making the right decisions?" 

💡 Quick Wins for Financial Health

• Practical, immediate actions to enhance your financial standing

• Understanding cash flow to optimize money management

⚖️ Risk Management & Income Planning

Evaluate your risk tolerance and future income from assets to make proactive decisions

💸 Key Areas to Examine

• Savings, expenses, debt, and taxes

• How small adjustments can make a big difference over time

🔑 Small Changes, Big Impact

"Small hinges swing big doors" — minor tweaks can lead to substantial improvements

If you’re interested in getting this assessment started, get started right here: https://www.dyerwealthmanagement.com/start-here.html 

Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html

Website: https://www.dyerwealthmanagement.com/

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