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New Year, New Resolution: A Focus on Financial Health

December 28, 2021
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As the New Year approaches around the corner, resolutions are in full swing. We tend to focus on physical health but what about your financial health? In this episode, Financial Advisors Rose Price, CFP® AIF® and Chris Mellone, CFA CFP® AIF® discuss review checklist items to make sure you can lay the groundwork to build goals for financial health.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.