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How Financially Healthy Are You? Identifying the Hidden Obstacles for Financial Health in Cornelius
How Financially Healthy Are You? Identifying the Hidden Obstacles for Financial Health
Being physically healthy requires more than just a well-balanced diet and regular exercise. Similarly, true financial health entails more than simply earning solid investment returns and staying in control of debt. A financial checkup for high-net-worth individuals should include a careful evaluation of each piece of the wealth mosaic.
Individuals and families should revisit these issues regularly because milestones, such as a career change, a liquidity event, or the birth of a child or grandchild, create new challenges and opportunities. A holistic, integrated approach to dealing with these interrelated issues is the best way to achieve a clean bill of financial health.
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As an independent financial advisory firm, Windward Capital provides unbiased advice to help individuals, families, and companies succeed.
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