Resources - August, 2020 | Crafted Finance | Financial Planning and Investments | Seattle, Washington

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Issues To Consider Before A Financial Plan Meeting

Financial Planning August 18, 2020

If now is a good time to reengage with your financial plan, this checklist covers 40 of the most important planning issues to identify and consider during a financial plan meeting.

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What Issues Should I Consider When Reviewing My Investments?

Investments August 12, 2020

Whether you are a novice or experienced investor, it is critical to review your investment portfolio as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy by ensuring alignment with your financial goals.

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