Podcast Episode 38 – The Power of Financial Checkups

FB&T Wealth Management Financial Advisor Megan Whitehead

Like annual physicals, a yearly financial checkup can help uncover hidden problems, inspire you to set new goals, provide information you need to improve your health and help make sure you’re on track for well-being.
FB&T Wealth Management Financial Advisor Megan Whitehead specializes in thoughtful and personalized investment guidance aimed at keeping your finances and goals in shape! In this episode, she shares her top tips for staying financially in shape no matter what season of life you’re in.
“You don’t have to have a ton of money. I know wealth management sounds like you have to be wealthy to come in in the first place, but that’s not true. The truth is we’re here to help you build wealth, so tracking your net worth, and helping you build that over time. It’s not something you have to have to come in at first.”

Schedule an appointment with Megan today!



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