Every Fall, Franck Cushner, CFP and financial guru, starts his 'ten projects' for the season.
These are goals he intends to accomplish in the coming months, well before the new year. One goal he recommends to all his clients is the 'Fall Financial Check-Up'. This consists of a full review of your budget, income, assets, debts and arguably most importantly, a full review of your financial goals. He advises each client to take a hard look at where you stand today and where you want to be.
As they say in Franck's home state of Texas, 'get crackin'' on those projects today!
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All Securities and Advisory Services provided under the name Ensemble Financial, Inc. are offered through Titleist Asset Management, Ltd. ("TAM"), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. Customers working with Ensemble Financial, Inc. will be dealing solely through TAM with respect to their investment, brokerage and securities transactions. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. Member FINRA and SIPC.