ThimbleberryU

What Should Go In My Annual Financial Review?

Episode Notes

Thimbleberry Financial Website and Phone Number:

https://thimbleberryfinancial.com/

(503) 610-6510

An Annual Financial Review can be a great tool to evaluate your 360 degree financial future.  Often, this is the time of year when we take stock and think about these things.   Today, Amy and Jag go over the elements of an annual financial review and how to get started.

• What is an Annual Financial Review?
• What should be looked at in an Annual Financial Review?
  • accounts
  • cash allocations
  • cash flow
  • changes (income, taxes, benefites, expenses)
• What types of questions should I be asking my advisor, and is there anything I shouldn't ask him or her?