If one of your Resolutions this year is financial, you do not have go it alone – our team is on your side to help you get there. One of the planning tools we began rolling out to clients last year is the “Wealth Guide” – a simple executive summary of your goals including progress notes. If you don’t have one yet, let’s get it started in 2019. This document is a great place to record your New Year’s financial resolutions as well as your long-term goals. If you’ve made a resolution, let us know. Here’s how: Send an email your advisor ( Mike , Steve , Joe or Tim ) with your resolution in the title of the email. We’ll add it to your Wealth Guide” (or start one for you). Then, when we have our financial plan and investment review, we’ll be able to check in with you on your progress and help you succeed.