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financial-healthWith the holiday season coming up, you might be waiting to start a new diet and exercise program until the New Year. But you can’t wait until January 1 to start evaluating your financial health if you’re hoping for a happy 2015.

The decisions you make (or fail to make) during the next six weeks could affect your financial health for the next twelve months or more!

I’m a big fan of the Last Chance Checklist because it allows you to quickly evaluate your financial health. As a gift to you – whether or not you are a client – I am offering the Last Chance Checklist for free. FREE.


Just enter your email address below to access the checklist and evaluate your financial health within eight different categories:

  • Taxes
  • Retirement
  • Investments
  • Insurance
  • Health
  • Milestones
  • Changes
  • Family

You can work through the checklist on your own – or ask me to help. Your financial health is my priority, so email me at or call me at 732-800-2375. And feel free to share this blog post with your friends and family so they can access the Last Chance Checklist, too.