We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.
When I meet with a new client for the first time, I feel it is important to spend the time to get to know them. From a financial perspective of course, but even more importantly, from a life perspective. I need to understand what makes them tick, what excites them about their life and their future. What is REALLY IMPORTANT to them!
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe. Even medical coverage, suddenly becomes more complicated and traditional insurance solutions fall well short of providing the needed protection if they provide any at all.